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
$1.2B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$17.7M
3
+$15.4M
4
PYPL icon
PayPal
PYPL
+$14.8M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.43M

Top Sells

1
+$19M
2
+$4.41M
3
+$3.7M
4
JBL icon
Jabil
JBL
+$3.38M
5
AVGO icon
Broadcom
AVGO
+$3.21M

Sector Composition

1 Technology 24.67%
2 Healthcare 14.26%
3 Financials 10.88%
4 Consumer Discretionary 7.49%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$387K 0.03%
11,664
-232
152
$367K 0.03%
2,107
+72
153
$359K 0.03%
704
+18
154
$349K 0.03%
2,524
+84
155
$345K 0.03%
2,141
156
$324K 0.03%
373
+8
157
$314K 0.03%
1,320
+42
158
$312K 0.03%
1,820
+1,572
159
$301K 0.03%
2,755
+106
160
$299K 0.02%
652
+25
161
$293K 0.02%
1,451
+60
162
$284K 0.02%
1,235
+54
163
$284K 0.02%
752
+8
164
$283K 0.02%
+11,617
165
$282K 0.02%
4,650
+180
166
$281K 0.02%
613
+15
167
$279K 0.02%
+3,140
168
$276K 0.02%
2,680
169
$275K 0.02%
543
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170
$265K 0.02%
1,102
+51
171
$258K 0.02%
4,403
+241
172
$255K 0.02%
6,950
+200
173
$252K 0.02%
777
+36
174
$251K 0.02%
7,050
175
$250K 0.02%
3,427
+192
5 6
7
8 9