VWM

Valley Wealth Managers Portfolio holdings

AUM $1.51B
1-Year Est. Return 23.67%
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.6M
3
+$18.7M
4
STX icon
Seagate
STX
+$17.5M
5
PFE icon
Pfizer
PFE
+$6.14M

Top Sells

1
+$27M
2
+$18.2M
3
+$13.4M
4
AMKR icon
Amkor Technology
AMKR
+$13M
5
NEM icon
Newmont
NEM
+$12.4M

Sector Composition

1 Technology 22.75%
2 Healthcare 12.37%
3 Financials 10.15%
4 Consumer Discretionary 9.63%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.87M 0.22%
5,103
-232
102
$2.84M 0.22%
36,343
+7,701
103
$2.82M 0.21%
41,295
+451
104
$2.74M 0.21%
98,868
+3,180
105
$2.69M 0.2%
16,760
-151
106
$2.62M 0.2%
53,570
+3,696
107
$2.36M 0.18%
2,856
+230
108
$2.24M 0.17%
33,392
-4,341
109
$2.17M 0.16%
35,976
+11,101
110
$2.12M 0.16%
3,678
+2,340
111
$2.06M 0.16%
81,895
-2,978
112
$1.88M 0.14%
5,363
+346
113
$1.86M 0.14%
76,920
-3,930
114
$1.83M 0.14%
24,159
+357
115
$1.77M 0.13%
16,115
-1,302
116
$1.73M 0.13%
71,637
-1,770
117
$1.63M 0.12%
6,459
-530
118
$1.62M 0.12%
8,600
-1,132
119
$1.49M 0.11%
18,937
+13
120
$1.49M 0.11%
+42,092
121
$1.39M 0.11%
30,727
-1,199
122
$1.38M 0.1%
27,545
+3,969
123
$1.3M 0.1%
3,030
+428
124
$1.29M 0.1%
16,646
+1,362
125
$1.21M 0.09%
47,767
-1,153
3 4
5
6 7