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
$642M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$3.96M
2 +$3.87M
3 +$2.76M
4
AMGN icon
Amgen
AMGN
+$2.23M
5
T icon
AT&T
T
+$1.61M

Top Sells

1 +$5.24M
2 +$4.28M
3 +$3.42M
4
COP icon
ConocoPhillips
COP
+$2.56M
5
D icon
Dominion Energy
D
+$1.11M

Sector Composition

1 Financials 10.31%
2 Healthcare 9.98%
3 Technology 9.23%
4 Consumer Staples 7.43%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,806
202
-66,524