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
$308M
AUM Growth
-$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$1.49M
3
+$1.46M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$538K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$401K

Top Sells

1
+$7.32M
2
+$1.23M
3
+$485K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$201K
5
AAPL icon
Apple
AAPL
+$66.6K

Sector Composition

1 Technology 16.2%
2 Financials 1.66%
3 Consumer Staples 0.52%
4 Consumer Discretionary 0.33%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$341K 0.11%
+1,239
27
$332K 0.11%
593
28
$316K 0.1%
2,046
29
$314K 0.1%
1,841
30
$290K 0.09%
690
31
$257K 0.08%
1,035
32
$255K 0.08%
309
33
$225K 0.07%
1,438
34
$217K 0.07%
+1,993
35
$216K 0.07%
2,407
36
$207K 0.07%
1,910
37
$204K 0.07%
+831
38
$202K 0.07%
+1,219
39
$202K 0.07%
+576
40
$202K 0.07%
+1,168
41
$153K 0.05%
15,769
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