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
$795M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$14.6M
3 +$1.62M
4
VZ icon
Verizon
VZ
+$663K
5
APA icon
APA Corp
APA
+$589K

Top Sells

1 +$14.5M
2 +$1.93M
3 +$1.73M
4
BA icon
Boeing
BA
+$841K
5
MO icon
Altria Group
MO
+$794K

Sector Composition

1 Technology 18.15%
2 Financials 16.55%
3 Healthcare 16.28%
4 Consumer Discretionary 11.33%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,657
127
-2,918
128
-31,239
129
-5,404
130
-2,827
131
-211,885