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
$753M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.8M
3
+$2.15M
4
CVX icon
Chevron
CVX
+$1.92M
5
MMM icon
3M
MMM
+$1.85M

Top Sells

1
+$11.5M
2
+$2.52M
3
+$1.82M
4
BOH icon
Bank of Hawaii
BOH
+$1.7M
5
TGT icon
Target
TGT
+$1.35M

Sector Composition

1 Technology 17.9%
2 Financials 16.4%
3 Healthcare 14.16%
4 Consumer Discretionary 10.37%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
145
+115
177
$8K ﹤0.01%
165
+100
178
$8K ﹤0.01%
101
-29
179
$7K ﹤0.01%
150
180
$7K ﹤0.01%
108
181
$7K ﹤0.01%
212
182
$7K ﹤0.01%
400
183
$7K ﹤0.01%
100
+50
184
$6K ﹤0.01%
36
185
$5K ﹤0.01%
300
186
$5K ﹤0.01%
108
187
$4K ﹤0.01%
33
-41
188
$4K ﹤0.01%
61
189
$4K ﹤0.01%
100
190
$3K ﹤0.01%
50
191
$3K ﹤0.01%
+111
192
$3K ﹤0.01%
193
193
$2K ﹤0.01%
24
-148
194
$2K ﹤0.01%
13
-77
195
$2K ﹤0.01%
15
196
$1K ﹤0.01%
20
-950
197
$1K ﹤0.01%
100
198
$1K ﹤0.01%
26
-38
199
$1K ﹤0.01%
100
200
$1K ﹤0.01%
+25
6 7
8
9 10