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
$699M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$13.1M
3 +$11.2M
4
LYB icon
LyondellBasell Industries
LYB
+$1.49M
5
VFC icon
VF Corp
VFC
+$1.39M

Top Sells

1 +$15.7M
2 +$11.1M
3 +$11M
4
DD icon
DuPont de Nemours
DD
+$1.57M
5
CAG icon
Conagra Brands
CAG
+$1.45M

Sector Composition

1 Financials 17.81%
2 Technology 17.63%
3 Healthcare 13.72%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$10K ﹤0.01%
130
-8,171
177
$9K ﹤0.01%
+403
178
$9K ﹤0.01%
+67
179
$8K ﹤0.01%
150
-150
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$8K ﹤0.01%
74
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$8K ﹤0.01%
70
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65
183
$8K ﹤0.01%
+63
184
$8K ﹤0.01%
+119
185
$7K ﹤0.01%
108
186
$7K ﹤0.01%
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187
$7K ﹤0.01%
+100
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$6K ﹤0.01%
+340
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$6K ﹤0.01%
36
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$6K ﹤0.01%
400
191
$6K ﹤0.01%
50
192
$5K ﹤0.01%
+16
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$5K ﹤0.01%
344
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$5K ﹤0.01%
+66
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$5K ﹤0.01%
+32
196
$4K ﹤0.01%
+54
197
$4K ﹤0.01%
+102
198
$4K ﹤0.01%
139
199
$4K ﹤0.01%
100
200
$4K ﹤0.01%
108