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
$1.18B
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.8M
3
+$4.22M
4
CAH icon
Cardinal Health
CAH
+$3.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.41M

Top Sells

1
+$20.4M
2
+$11.5M
3
+$3.22M
4
MAA icon
Mid-America Apartment Communities
MAA
+$3.07M
5
AAPL icon
Apple
AAPL
+$2.1M

Sector Composition

1 Technology 21.04%
2 Healthcare 15.97%
3 Financials 10.91%
4 Consumer Discretionary 10.44%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$550K 0.05%
3,924
-250
127
$519K 0.04%
14,154
-42
128
$514K 0.04%
2,585
+166
129
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130
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131
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132
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133
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134
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135
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136
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137
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138
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139
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140
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141
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145
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146
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148
$344K 0.03%
3,373
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149
$334K 0.03%
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150
$328K 0.03%
3,030
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6
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