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
$1.25B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$3.66M
3
+$3.05M
4
VZ icon
Verizon
VZ
+$675K
5
TMUS icon
T-Mobile US
TMUS
+$640K

Top Sells

1
+$25.9M
2
+$14.5M
3
+$4.24M
4
CAH icon
Cardinal Health
CAH
+$3.15M
5
AVGO icon
Broadcom
AVGO
+$2.25M

Sector Composition

1 Technology 24.62%
2 Healthcare 16.21%
3 Financials 10.23%
4 Consumer Discretionary 10.2%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$562K 0.05%
2,750
+274
127
$538K 0.04%
11,145
-600
128
$525K 0.04%
4,682
+740
129
$500K 0.04%
7,537
130
$496K 0.04%
2,634
+123
131
$493K 0.04%
12,617
-822
132
$478K 0.04%
1,598
133
$472K 0.04%
1,315
-36
134
$463K 0.04%
694
+57
135
$461K 0.04%
860
136
$449K 0.04%
6,388
-2,150
137
$449K 0.04%
5,211
138
$414K 0.03%
2,024
+185
139
$402K 0.03%
2,458
+185
140
$396K 0.03%
7,053
-100
141
$395K 0.03%
1,911
+147
142
$394K 0.03%
2,860
143
$383K 0.03%
2,445
+32
144
$380K 0.03%
+1,107
145
$379K 0.03%
1,075
+110
146
$376K 0.03%
3,582
147
$376K 0.03%
2,238
148
$375K 0.03%
3,231
-42
149
$375K 0.03%
871
+82
150
$374K 0.03%
7,950
+825
4 5
6
7 8