SWA
ShankerValleau Wealth Advisors Portfolio holdings
AUM
$351M
This Quarter Return
-12.16%
1 Year Return
+22.43%
3 Year Return
+59%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(-7.9%)
Cap. Flow
+$8.04M
Cap. Flow
% of AUM
5.23%
Top 10 Holdings %
Top 10 Hldgs %
99.13%
Holding
19
New
1
Increased
3
Reduced
5
Closed
3
Top Buys
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$9.49M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$456K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$324K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$95K |
Top Sells
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$753K |
| 2 |
Dimensional International Value ETF
DFIV
|
$522K |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$255K |
| 4 |
Procter & Gamble
PG
|
$209K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$203K |
Sector Composition
| 1 | Technology | 6.57% |
| 2 | Consumer Staples | 0.98% |
| 3 | Consumer Discretionary | 0.27% |
| 4 | Energy | 0.16% |
| 5 | Healthcare | 0.14% |
