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
$1.2B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$17.7M
3
+$15.4M
4
PYPL icon
PayPal
PYPL
+$14.8M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.43M

Top Sells

1
+$19M
2
+$4.41M
3
+$3.7M
4
JBL icon
Jabil
JBL
+$3.38M
5
AVGO icon
Broadcom
AVGO
+$3.21M

Sector Composition

1 Technology 24.67%
2 Healthcare 14.26%
3 Financials 10.88%
4 Consumer Discretionary 7.49%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$95.1K 0.01%
2,058
202
$83.3K 0.01%
27
203
$82.6K 0.01%
736
204
$78.8K 0.01%
1,145
205
$77.7K 0.01%
1,639
206
$74.5K 0.01%
+3,046
207
$74.4K 0.01%
388
208
$73.7K 0.01%
1,084
209
$71.7K 0.01%
635
210
$71.5K 0.01%
250
211
$68.6K 0.01%
2,390
212
$67.1K 0.01%
1,347
-2,735
213
$65.9K 0.01%
4,299
214
$63.3K 0.01%
275
215
$59.4K ﹤0.01%
438
216
$56.2K ﹤0.01%
142
-14
217
$55.1K ﹤0.01%
766
-500
218
$53.1K ﹤0.01%
900
219
$51.2K ﹤0.01%
1,064
220
$50.8K ﹤0.01%
750
221
$48.5K ﹤0.01%
75
222
$46.6K ﹤0.01%
+451
223
$45.4K ﹤0.01%
700
224
$44.8K ﹤0.01%
1,000
225
$43.8K ﹤0.01%
250
7 8
9
10 11