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
$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%
+30
202
$1K ﹤0.01%
7,500
203
$1K ﹤0.01%
50
204
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205
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206
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207
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208
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-152,015
209
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210
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211
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-5
217
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224
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-1,175
225
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-8
6 7 8
9
10