SWM
SVA Wealth Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+15.27%
1 Year Return
+22.3%
3 Year Return
+44.46%
5 Year Return
+93.88%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$1.15B
(+14%)
Cap. Flow
-$8.48M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
51.13%
Holding
234
New
24
Increased
76
Reduced
113
Closed
5
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$43.4M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$13.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.96M |
| 4 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$2.19M |
| 5 |
Lowe's Companies
LOW
|
$2.08M |
Top Sells
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$50.1M |
| 2 |
Apple
AAPL
|
$3.16M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.58M |
| 4 |
Intel
INTC
|
$2.41M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$2.04M |
Sector Composition
| 1 | Technology | 10.89% |
| 2 | Healthcare | 6.48% |
| 3 | Financials | 6.02% |
| 4 | Consumer Staples | 3.54% |
| 5 | Industrials | 3.45% |
