VWM

Valley Wealth Managers Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.49%
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.7M
3
+$5.47M
4
QCOM icon
Qualcomm
QCOM
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.67M

Top Sells

1
+$12.6M
2
+$12.5M
3
+$1.06M
4
BCR
CR Bard Inc.
BCR
+$892K
5
KSS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$93K 0.01%
1,714
-2,286
127
$91K 0.01%
+800
128
$86K 0.01%
+3,975
129
$79K 0.01%
+1,200
130
$71K 0.01%
+950
131
$71K 0.01%
+850
132
$68K 0.01%
+1,974
133
$64K 0.01%
+950
134
$62K 0.01%
+2,600
135
$62K 0.01%
+1,200
136
$60K 0.01%
+1,700
137
$59K 0.01%
+800
138
$59K 0.01%
+1,700
139
$56K 0.01%
+1,000
140
$55K 0.01%
+260
141
$50K 0.01%
+3,950
142
$50K 0.01%
+1,325
143
$48K 0.01%
+575
144
$48K 0.01%
+462
145
$46K 0.01%
+500
146
$43K 0.01%
+900
147
$41K 0.01%
+1,000
148
$39K 0.01%
+500
149
$34K 0.01%
+178
150
$32K ﹤0.01%
+700
4 5
6
7 8