SWA

ShankerValleau Wealth Advisors Portfolio holdings

AUM $390M
1-Year Est. Return 23.64%
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$774K
3 +$474K
4
NTRS icon
Northern Trust
NTRS
+$404K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$388K

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 Change
in Stake
Capital Flow
26
$154K 0.07%
15,769