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
201
$1K ﹤0.01%
40
202
$1K ﹤0.01%
+30
203
$1K ﹤0.01%
7,500
204
– –
-580
205
– –
-1
206
– –
-1,750
207
– –
-235
208
– –
-682
209
– –
-1,175
210
– –
-12
211
– –
-1
212
– –
-3
213
– –
-150
214
– –
-152,015
215
– –
-3
216
– –
-1
217
– –
-500
218
– –
-500
219
– –
-775
220
– –
-105
221
– –
-950
222
– –
-5
223
– –
-394
224
– –
-72
225
– –
-8
6 7 8
9
10