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
$351M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$5.81M
2 +$548K
3 +$497K
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$418K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$312K

Top Sells

1 +$3.37M
2 +$1.81M
3 +$1.04M
4
ORCL icon
Oracle
ORCL
+$810K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$341K

Sector Composition

1 Technology 21.51%
2 Financials 1.44%
3 Consumer Staples 0.4%
4 Communication Services 0.31%
5 Consumer Discretionary 0.3%