SVA Wealth Management, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 211,810
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/14/2014 | 157 | 211,810 | 13F-HR | SVA Plumb Wealth Management, LLC |
| Q4 2013 | 2/11/2014 | 134 | 167,617 | 13F-HR | SVA Plumb Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.35 K | 36.5% | 15.81 K | 0 | 15.81 K |
| ETFs | 134.5 K | 63.5% | 28.38 K | 0 | 28.38 K |
Swipe for more columns
Fund Snapshot
Q1 2014
Latest filed
5/14/2014
Total value ($000)
211,810
Holdings
157
QoQ value change ($000)
44,193
(26.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.