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
$680M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.53M
3
+$1.45M
4
WMT icon
Walmart
WMT
+$927K
5
XOM icon
Exxon Mobil
XOM
+$780K

Top Sells

1
+$16.6M
2
+$1.34M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.19M
5
INGR icon
Ingredion
INGR
+$1.17M

Sector Composition

1 Technology 18.09%
2 Financials 15.94%
3 Healthcare 14.3%
4 Consumer Discretionary 10.59%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
80
177
$10K ﹤0.01%
100
178
$9K ﹤0.01%
750
-3,200
179
$9K ﹤0.01%
65
180
$8K ﹤0.01%
400
181
$8K ﹤0.01%
70
182
$7K ﹤0.01%
74
183
$6K ﹤0.01%
108
184
$6K ﹤0.01%
212
185
$6K ﹤0.01%
+50
186
$5K ﹤0.01%
344
187
$5K ﹤0.01%
+139
188
$4K ﹤0.01%
36
189
$4K ﹤0.01%
100
190
$4K ﹤0.01%
108
191
$3K ﹤0.01%
200
192
$3K ﹤0.01%
50
193
$3K ﹤0.01%
42
194
$3K ﹤0.01%
+65
195
$3K ﹤0.01%
+50
196
$2K ﹤0.01%
38
197
$2K ﹤0.01%
454
198
$1K ﹤0.01%
50
199
$1K ﹤0.01%
100
200
$1K ﹤0.01%
19
6 7
8
9 10