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
$1.02B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.3M
3
+$16.1M
4
EME icon
Emcor
EME
+$15.5M
5
PARA
Paramount Global Class B
PARA
+$3.29M

Top Sells

1
+$10.7M
2
+$10.3M
3
+$7.81M
4
CIEN icon
Ciena
CIEN
+$4.47M
5
SPR icon
Spirit AeroSystems
SPR
+$4.28M

Sector Composition

1 Technology 23.97%
2 Healthcare 16.12%
3 Financials 10.73%
4 Consumer Discretionary 9.92%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$429K 0.04%
960
-225
127
$413K 0.04%
1,098
-105
128
$410K 0.04%
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-400
129
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-3,788
130
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131
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132
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-110
133
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134
$373K 0.04%
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135
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2,313
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136
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137
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138
$357K 0.03%
3,105
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139
$314K 0.03%
3,551
-134
140
$305K 0.03%
1,315
141
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142
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143
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6,475
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144
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145
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146
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147
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148
$243K 0.02%
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149
$242K 0.02%
1,893
-93
150
$237K 0.02%
1,955
-150
3 4 5
6
7