VWM
Valley Wealth Managers Portfolio holdings
AUM
$1.56B
1-Year Est. Return
25%
This Fund
S&P 500
1 Year Est. Return
+25%
AUM
$1.18B
AUM Growth
+$69.4M
(+6.2%)
Holding
208
Top Buys
| 1 | +$18.8M | |
| 2 | +$17.4M | |
| 3 | +$3.92M | |
| 4 |
Cardinal Health
CAH
|
+$3.87M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.35M |
Top Sells
| 1 | +$20.4M | |
| 2 | +$11.5M | |
| 3 | +$3.22M | |
| 4 |
Mid-America Apartment Communities
MAA
|
+$3.07M |
| 5 |
Apple
AAPL
|
+$1.98M |
Sector Composition
| 1 | Technology | 21.04% |
| 2 | Healthcare | 15.97% |
| 3 | Financials | 10.91% |
| 4 | Consumer Discretionary | 10.44% |
| 5 | Communication Services | 9.45% |