SWA
ShankerValleau Wealth Advisors Portfolio holdings
AUM
$351M
This Quarter Return
+16.69%
1 Year Return
+22.43%
3 Year Return
+59%
5 Year Return
–
10 Year Return
–
AUM
$351M
AUM Growth
+$351M
(+14%)
Cap. Flow
+$296K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
87.82%
Holding
43
New
2
Increased
8
Reduced
8
Closed
3
Top Buys
Top Sells
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$3.37M |
| 2 |
Dimensional International Value ETF
DFIV
|
$1.81M |
| 3 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
$1.04M |
| 4 |
Oracle
ORCL
|
$810K |
| 5 |
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% |
