VWM

Valley Wealth Managers Portfolio holdings

AUM $1.56B
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$917M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$12.9M
4
ST icon
Sensata Technologies
ST
+$7.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.11M

Top Sells

1
+$17.2M
2
+$13.4M
3
+$11M
4
ELV icon
Elevance Health
ELV
+$2.36M
5
KHC icon
Kraft Heinz
KHC
+$1.35M

Sector Composition

1 Technology 22.74%
2 Healthcare 16.29%
3 Financials 13.66%
4 Industrials 8.24%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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204
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207
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208
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210
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212
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214
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-360,810
215
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-21,249
5 6 7 8
9