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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
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.86M
3
+$4.57M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.99M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.83M

Top Sells

1
+$4.31M
2
+$4.29M
3
+$4.1M
4
DD
Du Pont De Nemours E I
DD
+$2.9M
5
CLX icon
Clorox
CLX
+$2.62M

Sector Composition

1 Financials 11.1%
2 Healthcare 9.11%
3 Technology 8.51%
4 Consumer Staples 8.35%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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207
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-25,918
215
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-29,548
5 6 7 8
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