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
176
$160K 0.01%
7,050
177
$136K 0.01%
1,024
-109
178
$130K 0.01%
1,319
179
$129K 0.01%
28
180
$122K 0.01%
425
181
$121K 0.01%
1,652
182
$109K 0.01%
293
183
$102K 0.01%
3,330
-18,922
184
$93.1K 0.01%
546
185
$88.4K 0.01%
785
186
$86.5K 0.01%
819
187
$84K 0.01%
572
188
$82.6K 0.01%
304
189
$81.1K 0.01%
616
-56,235
190
$77.4K 0.01%
1,084
191
$72.7K 0.01%
1,527
-56
192
$72K 0.01%
319
193
$65.8K 0.01%
320
194
$64.7K ﹤0.01%
1,236
+485
195
$64.4K ﹤0.01%
1,769
196
$63.5K ﹤0.01%
900
197
$62.5K ﹤0.01%
114
198
$58.6K ﹤0.01%
383
199
$58.6K ﹤0.01%
283
200
$58.4K ﹤0.01%
1,508
6 7
8
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