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
$680M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.53M
3
+$1.45M
4
WMT icon
Walmart
WMT
+$927K
5
XOM icon
Exxon Mobil
XOM
+$780K

Top Sells

1
+$16.6M
2
+$1.34M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.19M
5
INGR icon
Ingredion
INGR
+$1.17M

Sector Composition

1 Technology 18.09%
2 Financials 15.94%
3 Healthcare 14.3%
4 Consumer Discretionary 10.59%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$146K 0.02%
4,448
-194
127
$125K 0.02%
4,075
+100
128
$103K 0.02%
800
129
$92K 0.01%
1,714
130
$86K 0.01%
1,350
-100
131
$86K 0.01%
1,025
+175
132
$78K 0.01%
2,600
133
$77K 0.01%
1,200
134
$72K 0.01%
+1,924
135
$71K 0.01%
1,925
+600
136
$67K 0.01%
1,400
+700
137
$66K 0.01%
1,700
138
$66K 0.01%
1,700
139
$64K 0.01%
1,000
140
$59K 0.01%
800
141
$57K 0.01%
260
142
$50K 0.01%
253
+75
143
$47K 0.01%
462
144
$45K 0.01%
900
145
$40K 0.01%
500
146
$38K 0.01%
720
147
$31K ﹤0.01%
200
-400
148
$30K ﹤0.01%
300
-200
149
$28K ﹤0.01%
700
150
$28K ﹤0.01%
126
4 5
6
7 8