SWA
ShankerValleau Wealth Advisors Portfolio holdings
AUM
$351M
This Quarter Return
+4.97%
1 Year Return
+22.43%
3 Year Return
+59%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+6.7%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
95.59%
Holding
22
New
1
Increased
6
Reduced
6
Closed
1
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$1.59M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.4M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$464K |
| 4 |
Avantis Real Estate ETF
AVRE
|
$228K |
| 5 |
Hershey
HSY
|
$215K |
Top Sells
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$388K |
| 2 |
Johnson & Johnson
JNJ
|
$215K |
| 3 |
Oracle
ORCL
|
$195K |
| 4 |
Dimensional International Value ETF
DFIV
|
$192K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$117K |
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Consumer Staples | 1.2% |
| 3 | Financials | 0.66% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Energy | 0.19% |
