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
$656M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.7M
3
+$5.47M
4
QCOM icon
Qualcomm
QCOM
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.67M

Top Sells

1
+$12.6M
2
+$12.5M
3
+$1.06M
4
BCR
CR Bard Inc.
BCR
+$892K
5
KSS icon
Kohl's
KSS
+$808K

Sector Composition

1 Technology 16.96%
2 Financials 15.66%
3 Healthcare 14.36%
4 Consumer Discretionary 10.48%
5 Consumer Staples 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K ﹤0.01%
+357
177
$11K ﹤0.01%
+270
178
$11K ﹤0.01%
+235
179
$10K ﹤0.01%
+842
180
$9K ﹤0.01%
+1,070
181
$9K ﹤0.01%
+150
182
$9K ﹤0.01%
+100
183
$8K ﹤0.01%
+500
184
$8K ﹤0.01%
+775
185
$8K ﹤0.01%
+65
186
$7K ﹤0.01%
+400
187
$7K ﹤0.01%
+70
188
$6K ﹤0.01%
+74
189
$6K ﹤0.01%
+108
190
$6K ﹤0.01%
+212
191
$4K ﹤0.01%
+344
192
$4K ﹤0.01%
+36
193
$4K ﹤0.01%
+100
194
$4K ﹤0.01%
+108
195
$3K ﹤0.01%
+200
196
$3K ﹤0.01%
+50
197
$3K ﹤0.01%
+42
198
$2K ﹤0.01%
+38
199
$2K ﹤0.01%
+454
200
$2K ﹤0.01%
+7,500
5 6 7
8
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