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
$942M
AUM Growth
-$340K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$15.5M
3 +$8.54M
4
PFE icon
Pfizer
PFE
+$6.64M
5
KR icon
Kroger
KR
+$2.64M

Top Sells

1 +$17.7M
2 +$17.2M
3 +$4.81M
4
CDW icon
CDW
CDW
+$3.27M
5
INTC icon
Intel
INTC
+$3.11M

Sector Composition

1 Technology 19.96%
2 Healthcare 16.07%
3 Financials 14.7%
4 Communication Services 9.99%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,372
202
-11,400
203
-9,452
204
-904
205
-11,304
206
-6,411