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
$680M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.53M
3
+$1.45M
4
WMT icon
Walmart
WMT
+$927K
5
XOM icon
Exxon Mobil
XOM
+$780K

Top Sells

1
+$16.6M
2
+$1.34M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.19M
5
INGR icon
Ingredion
INGR
+$1.17M

Sector Composition

1 Technology 18.09%
2 Financials 15.94%
3 Healthcare 14.3%
4 Consumer Discretionary 10.59%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K ﹤0.01%
392
152
$25K ﹤0.01%
400
153
$25K ﹤0.01%
+350
154
$25K ﹤0.01%
450
+50
155
$21K ﹤0.01%
+400
156
$20K ﹤0.01%
283
157
$19K ﹤0.01%
582
158
$19K ﹤0.01%
1,062
159
$19K ﹤0.01%
1,000
160
$19K ﹤0.01%
+1,000
161
$18K ﹤0.01%
360
+90
162
$17K ﹤0.01%
1,070
163
$16K ﹤0.01%
368
164
$15K ﹤0.01%
575
165
$15K ﹤0.01%
100
166
$14K ﹤0.01%
150
167
$14K ﹤0.01%
+540
168
$13K ﹤0.01%
800
169
$13K ﹤0.01%
300
-400
170
$13K ﹤0.01%
357
171
$13K ﹤0.01%
+300
172
$12K ﹤0.01%
235
173
$12K ﹤0.01%
+200
174
$12K ﹤0.01%
842
175
$11K ﹤0.01%
+285
5 6
7
8 9