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
151
$323K 0.03%
1,955
152
$323K 0.03%
1,850
+163
153
$321K 0.03%
1,683
+18
154
$314K 0.03%
2,150
155
$306K 0.03%
607
+138
156
$286K 0.02%
1,000
-25
157
$277K 0.02%
+5,825
158
$275K 0.02%
+1,780
159
$265K 0.02%
+2,153
160
$265K 0.02%
+2,345
161
$264K 0.02%
+2,766
162
$262K 0.02%
+8,635
163
$260K 0.02%
+1,493
164
$252K 0.02%
+1,634
165
$252K 0.02%
+1,370
166
$250K 0.02%
+6,720
167
$249K 0.02%
2,400
168
$249K 0.02%
+6,600
169
$248K 0.02%
+1,551
170
$246K 0.02%
+1,099
171
$244K 0.02%
7,205
172
$244K 0.02%
+896
173
$244K 0.02%
+2,172
174
$243K 0.02%
+764
175
$241K 0.02%
+1,799
5 6
7
8 9