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
$1.18B
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$16.8M
3 +$4.22M
4
CAH icon
Cardinal Health
CAH
+$3.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.41M

Top Sells

1 +$20.4M
2 +$11.5M
3 +$3.22M
4
MAA icon
Mid-America Apartment Communities
MAA
+$3.07M
5
AAPL icon
Apple
AAPL
+$2.1M

Sector Composition

1 Technology 21.04%
2 Healthcare 15.97%
3 Financials 10.91%
4 Consumer Discretionary 10.44%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,120
202
-25,100
203
-333,405
204
-21,269
205
-10,538
206
-413
207
-67,046