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
$699M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$11.2M
4
LYB icon
LyondellBasell Industries
LYB
+$1.49M
5
VFC icon
VF Corp
VFC
+$1.39M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$11M
4
DD icon
DuPont de Nemours
DD
+$1.57M
5
CAG icon
Conagra Brands
CAG
+$1.45M

Sector Composition

1 Financials 17.81%
2 Technology 17.63%
3 Healthcare 13.72%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$103K 0.01%
2,325
-4,546
127
$87K 0.01%
1,226
+26
128
$84K 0.01%
2,600
129
$83K 0.01%
1,350
130
$81K 0.01%
700
-100
131
$79K 0.01%
925
-100
132
$69K 0.01%
1,925
133
$67K 0.01%
1,700
134
$66K 0.01%
1,700
135
$58K 0.01%
260
136
$56K 0.01%
2,420
+1,420
137
$55K 0.01%
+1,450
138
$49K 0.01%
1,365
-1,900
139
$46K 0.01%
700
-100
140
$44K 0.01%
700
-300
141
$44K 0.01%
1,000
+700
142
$42K 0.01%
900
143
$41K 0.01%
500
144
$39K 0.01%
374
-88
145
$36K 0.01%
720
146
$34K ﹤0.01%
211
+11
147
$34K ﹤0.01%
492
+100
148
$31K ﹤0.01%
892
+310
149
$30K ﹤0.01%
600
-100
150
$28K ﹤0.01%
126
4 5
6
7 8