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
151
$367K 0.03%
4,282
-225
152
$361K 0.03%
637
+55
153
$355K 0.03%
2,562
+229
154
$350K 0.03%
945
+107
155
$350K 0.03%
4,505
-315
156
$348K 0.03%
1,801
+173
157
$341K 0.03%
2,636
+312
158
$337K 0.03%
57
+4
159
$335K 0.03%
1,240
-731
160
$330K 0.03%
3,119
-692
161
$325K 0.03%
1,255
162
$325K 0.03%
3,426
-50
163
$324K 0.03%
+2,907
164
$323K 0.03%
1,075
+127
165
$321K 0.03%
1,926
+158
166
$312K 0.03%
3,867
+429
167
$303K 0.02%
1,855
168
$303K 0.02%
4,937
-401
169
$296K 0.02%
850
-100
170
$290K 0.02%
1,337
+192
171
$281K 0.02%
1,569
+241
172
$271K 0.02%
626
+97
173
$270K 0.02%
+9,160
174
$268K 0.02%
10,937
+1,575
175
$266K 0.02%
895
+127
4 5 6
7
8