SWM

SVA Wealth Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$9.08M
2 +$7.91M
3 +$7.5M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.6%
2 Energy 5.49%
3 Healthcare 5.35%
4 Consumer Staples 4.95%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.12%
+3,632
127
$200K 0.12%
+17,000
128
$195K 0.12%
+12,607
129
$84K 0.05%
+10,000