SOWAS
Silver Oak Wealth Advisors Services Portfolio holdings
AUM
$139M
This Quarter Return
-1.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.96%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.89% |
| 2 | Consumer Discretionary | 0.49% |
| 3 | Communication Services | 0.47% |
| 4 | Financials | 0.26% |
