VWM
Valley Wealth Managers Portfolio holdings
AUM
$1.39B
This Quarter Return
+3.07%
1 Year Return
+21.49%
3 Year Return
+69.37%
5 Year Return
+137.35%
10 Year Return
+289.53%
AUM
$656M
AUM Growth
+$656M
(+11%)
Cap. Flow
+$48.5M
Cap. Flow
% of AUM
7.39%
Top 10 Holdings %
Top 10 Hldgs %
24.47%
Holding
227
New
115
Increased
88
Reduced
18
Closed
4
Top Buys
| 1 |
Carter's
CRI
|
$12.8M |
| 2 |
LKQ Corp
LKQ
|
$12.7M |
| 3 |
Apple
AAPL
|
$5.47M |
| 4 |
Qualcomm
QCOM
|
$1.89M |
| 5 |
Procter & Gamble
PG
|
$1.67M |
Top Sells
| 1 |
Advance Auto Parts
AAP
|
$12.6M |
| 2 |
Kimberly-Clark
KMB
|
$12.5M |
| 3 |
Digital Realty Trust
DLR
|
$1.06M |
| 4 |
BCR
CR Bard Inc.
BCR
|
$892K |
| 5 |
Kohl's
KSS
|
$808K |
Sector Composition
| 1 | Technology | 16.96% |
| 2 | Financials | 15.66% |
| 3 | Healthcare | 14.36% |
| 4 | Consumer Discretionary | 10.48% |
| 5 | Consumer Staples | 10.3% |
