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
$753M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.8M
3
+$2.15M
4
CVX icon
Chevron
CVX
+$1.92M
5
MMM icon
3M
MMM
+$1.85M

Top Sells

1
+$11.5M
2
+$2.52M
3
+$1.82M
4
BOH icon
Bank of Hawaii
BOH
+$1.7M
5
TGT icon
Target
TGT
+$1.35M

Sector Composition

1 Technology 17.9%
2 Financials 16.4%
3 Healthcare 14.16%
4 Consumer Discretionary 10.37%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27K ﹤0.01%
450
152
$26K ﹤0.01%
392
-100
153
$25K ﹤0.01%
400
154
$25K ﹤0.01%
185
+118
155
$24K ﹤0.01%
+300
156
$24K ﹤0.01%
+10,000
157
$24K ﹤0.01%
175
+112
158
$23K ﹤0.01%
283
159
$23K ﹤0.01%
370
-184,246
160
$22K ﹤0.01%
582
-310
161
$22K ﹤0.01%
1,100
162
$21K ﹤0.01%
1,000
163
$21K ﹤0.01%
665
-700
164
$18K ﹤0.01%
368
165
$16K ﹤0.01%
+1,000
166
$16K ﹤0.01%
540
167
$16K ﹤0.01%
320
-400
168
$14K ﹤0.01%
575
169
$13K ﹤0.01%
110
170
$11K ﹤0.01%
100
171
$11K ﹤0.01%
354
+215
172
$10K ﹤0.01%
135
+85
173
$10K ﹤0.01%
150
+50
174
$9K ﹤0.01%
750
-173
175
$9K ﹤0.01%
70
5 6
7
8 9