SWA
ShankerValleau Wealth Advisors Portfolio holdings
AUM
$351M
This Quarter Return
+1.32%
1 Year Return
+22.43%
3 Year Return
+59%
5 Year Return
–
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(+7.5%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
6.59%
Top 10 Holdings %
Top 10 Hldgs %
94.24%
Holding
26
New
2
Increased
10
Reduced
7
Closed
–
Top Buys
| 1 |
Oracle
ORCL
|
$14M |
| 2 |
Avantis Real Estate ETF
AVRE
|
$774K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$474K |
| 4 |
Northern Trust
NTRS
|
$404K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$388K |
Top Sells
Sector Composition
| 1 | Technology | 14.21% |
| 2 | Financials | 1.42% |
| 3 | Consumer Staples | 0.69% |
| 4 | Energy | 0.18% |
| 5 | Consumer Discretionary | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amcor
AMCR
$19.9B
| $154K | 0.07% |
15,769
| – | – |
|