SWM
SVA Wealth Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+5.78%
1 Year Return
+22.3%
3 Year Return
+44.46%
5 Year Return
+93.88%
10 Year Return
–
AUM
$984M
AUM Growth
+$984M
(+6.3%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
44.66%
Holding
223
New
10
Increased
81
Reduced
95
Closed
10
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.86M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$3.72M |
| 3 |
Walt Disney
DIS
|
$2.89M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$2.7M |
| 5 |
Gilead Sciences
GILD
|
$2.55M |
Top Sells
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 9.33% |
| 3 | Healthcare | 7.39% |
| 4 | Industrials | 4.25% |
| 5 | Consumer Staples | 3.86% |
