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SWM

SVA Wealth Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
+3.95%
1 Year Est. Return
+22.3%
3 Year Est. Return
+44.46%
5 Year Est. Return
+93.88%
10 Year Est. Return
AUM
$234M
AUM Growth
+$22.1M
Cap. Flow
+$13.8M
Cap. Flow %
5.89%
Top 10 Hldgs %
34.29%
Holding
171
New
14
Increased
97
Reduced
31
Closed
5

Sector Composition

Rank Sector Weight
1 Healthcare 5.49%
2 Technology 5.39%
3 Consumer Staples 5.24%
4 Energy 5.13%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GWW icon
151
W.W. Grainger
GWW
$65.3B
$213K 0.09%
+838
New +$214K
GIS icon
152
General Mills
GIS
$19.2B
$212K 0.09%
4,037
+132
+3% +$7.04K
USB icon
153
US Bancorp
USB
$99.6B
$211K 0.09%
4,874
+1
+0% +$42
TFCFA
154
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$211K 0.09%
+6,000
New +$204K
SYK icon
155
Stryker
SYK
$127B
$208K 0.09%
+2,471
New +$202K
IWP icon
156
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$201K 0.09%
+4,498
New +$193K
BAC icon
157
Bank of America
BAC
$435B
$160K 0.07%
10,423
-1,062
-9% -$16.5K
MTG icon
158
MGIC Investment
MTG
$6.27B
$95K 0.04%
10,300
+200
+2% +$1.74K
SIRI icon
159
SiriusXM
SIRI
$10B
$41K 0.02%
1,180
BIV icon
160
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
-2,856
Closed -$238K
BKLN icon
161
Invesco Senior Loan ETF
BKLN
$6.97B
-49,530
Closed -$1.23M
DVY icon
162
iShares Select Dividend ETF
DVY
$24B
-2,873
Closed -$211K
SPIB icon
163
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
-48,900
Closed -$1.66M
VCSH icon
164
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
-14,640
Closed -$1.17M

Similar funds

SVA Wealth Management's Q2 2014 Portfolio in Review

As of Q2 2014, SVA Wealth Management held 171 positions worth $234M, up 10% from $212M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

SVA Wealth Management deployed $13.8M of net new capital in Q2 2014, opening 14 new positions and adding to 97 existing holdings. Its largest new stake was Schwab US Aggregate Bond ETF: 225,906 shares worth $5.86M.

By sector, the portfolio is most concentrated in Healthcare at 5.5% of assets, up from 5.4% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $3.72M trimmed.

  • SVA Wealth Management's largest Q2 2014 buy was Schwab US Aggregate Bond ETF: 225,906 shares worth $5.86M.
  • SVA Wealth Management added most to iShares International Select Dividend ETF in Q2 2014, an estimated $1.56M increase.
  • SVA Wealth Management's biggest Q2 2014 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.72M.
  • SVA Wealth Management fully exited State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2014, selling an estimated $1.66M.
  • SVA Wealth Management's ten largest holdings make up 34% of its $234M portfolio in Q2 2014.
  • SVA Wealth Management opened 14 new positions and closed 5 in Q2 2014.
  • SVA Wealth Management's portfolio value rose 10% quarter-over-quarter to $234M.

Based on SVA Wealth Management's 13F filing for Q2 2014, filed 13 Aug 2014.