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
$656M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.7M
3
+$5.47M
4
QCOM icon
Qualcomm
QCOM
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.67M

Top Sells

1
+$12.6M
2
+$12.5M
3
+$1.06M
4
BCR
CR Bard Inc.
BCR
+$892K
5
KSS icon
Kohl's
KSS
+$808K

Sector Composition

1 Technology 16.96%
2 Financials 15.66%
3 Healthcare 14.36%
4 Consumer Discretionary 10.48%
5 Consumer Staples 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K ﹤0.01%
+126
152
$32K ﹤0.01%
+720
153
$30K ﹤0.01%
700
-5,039
154
$30K ﹤0.01%
+392
155
$28K ﹤0.01%
+580
156
$27K ﹤0.01%
+235
157
$27K ﹤0.01%
+700
158
$26K ﹤0.01%
+682
159
$25K ﹤0.01%
+400
160
$20K ﹤0.01%
+283
161
$20K ﹤0.01%
+400
162
$19K ﹤0.01%
+582
163
$19K ﹤0.01%
+1,000
164
$19K ﹤0.01%
+470
165
$18K ﹤0.01%
+394
166
$17K ﹤0.01%
+1,062
167
$16K ﹤0.01%
+368
168
$15K ﹤0.01%
+575
169
$14K ﹤0.01%
+100
170
$13K ﹤0.01%
+150
171
$13K ﹤0.01%
+500
172
$13K ﹤0.01%
+1,175
173
$11K ﹤0.01%
+80
174
$11K ﹤0.01%
+800
175
$11K ﹤0.01%
+105
5 6
7
8 9