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
$889M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Sells

1 +$3.41M
2 +$2.6M
3 +$2.07M
4
PX
Praxair Inc
PX
+$1.22M
5
BIIB icon
Biogen
BIIB
+$1.13M

Sector Composition

1 Financials 8.81%
2 Technology 8.58%
3 Healthcare 7.75%
4 Consumer Staples 4.04%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$462K 0.05%
1,534
-3,755
152
$459K 0.05%
9,604
+1,148
153
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155
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156
$406K 0.05%
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157
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158
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159
$387K 0.04%
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161
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162
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163
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165
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167
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170
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172
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173
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2,367
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174
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175
$301K 0.03%
+5,125