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
$746M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$14.5M
3 +$1.53M
4
MXIM
Maxim Integrated Products
MXIM
+$1.46M
5
XOM icon
Exxon Mobil
XOM
+$1.28M

Top Sells

1 +$15.8M
2 +$15.2M
3 +$12.1M
4
MCHP icon
Microchip Technology
MCHP
+$1.98M
5
ADP icon
Automatic Data Processing
ADP
+$1.5M

Sector Composition

1 Technology 18.1%
2 Healthcare 17%
3 Financials 16.74%
4 Consumer Discretionary 11.07%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-61,282
202
-1,325
203
-450
204
-850