VWM

Valley Wealth Managers Portfolio holdings

AUM $1.51B
1-Year Est. Return 23.67%
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.6M
3
+$18.7M
4
STX icon
Seagate
STX
+$17.5M
5
PFE icon
Pfizer
PFE
+$6.14M

Top Sells

1
+$27M
2
+$18.2M
3
+$13.4M
4
AMKR icon
Amkor Technology
AMKR
+$13M
5
NEM icon
Newmont
NEM
+$12.4M

Sector Composition

1 Technology 22.75%
2 Healthcare 12.37%
3 Financials 10.15%
4 Consumer Discretionary 9.63%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$568K 0.04%
4,664
+20
152
$567K 0.04%
+2,491
153
$563K 0.04%
1,843
+148
154
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155
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1,560
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156
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652
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157
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917
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158
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159
$509K 0.04%
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160
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161
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162
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163
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164
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2,167
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165
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166
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171
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172
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2,150
173
$171K 0.01%
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174
$169K 0.01%
2,411
175
$163K 0.01%
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