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
$1.15B
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$10.7M
3 +$3.52M
4
GLW icon
Corning
GLW
+$3.22M
5
FTNT icon
Fortinet
FTNT
+$1.98M

Top Sells

1 +$22.5M
2 +$3M
3 +$2.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.01M
5
MS icon
Morgan Stanley
MS
+$1.5M

Sector Composition

1 Technology 22.06%
2 Healthcare 15.48%
3 Financials 11.09%
4 Consumer Discretionary 10.35%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,720
202
-1,257
203
-909
204
-2,277
205
-1,370