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
201
$3K ﹤0.01%
42
202
$3K ﹤0.01%
+61
203
$3K ﹤0.01%
65
204
$3K ﹤0.01%
50
205
$3K ﹤0.01%
+193
206
$3K ﹤0.01%
+39
207
$3K ﹤0.01%
+648
208
$3K ﹤0.01%
+36
209
$3K ﹤0.01%
+65
210
$3K ﹤0.01%
200
211
$3K ﹤0.01%
+64
212
$3K ﹤0.01%
+60
213
$3K ﹤0.01%
+66
214
$3K ﹤0.01%
50
215
$2K ﹤0.01%
+32
216
$2K ﹤0.01%
38
217
$2K ﹤0.01%
+19
218
$2K ﹤0.01%
+21
219
$2K ﹤0.01%
+13
220
$2K ﹤0.01%
+171
221
$2K ﹤0.01%
+39
222
$2K ﹤0.01%
+18
223
$2K ﹤0.01%
+53
224
$2K ﹤0.01%
+41
225
$2K ﹤0.01%
+57
7 8
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