SC
Shearwater Capital Portfolio holdings
AUM
$169M
1-Year Est. Return
17.54%
1 Year Est. Return
+17.54%
AUM
$159M
AUM Growth
+$16.7M
(+12%)
Holding
51
Top Buys
| 1 | +$1.78M | |
| 2 | +$962K | |
| 3 | +$786K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$589K |
| 5 |
Broadcom
AVGO
|
+$234K |
Top Sells
| 1 | +$206K | |
| 2 | +$107K | |
| 3 | +$26.8K | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$24.7K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$17.2K |
Sector Composition
| 1 | Technology | 9.01% |
| 2 | Consumer Discretionary | 3.07% |
| 3 | Materials | 0.59% |
| 4 | Healthcare | 0.5% |
| 5 | Financials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$494B
| – | – |
-1,731
|
|