SW
SkyOak Wealth Portfolio holdings
AUM
$498M
1-Year Return
15.95%
This Quarter Return
+9.87%
1 Year Return
+15.95%
3 Year Return
+69%
5 Year Return
+112%
10 Year Return
–
AUM
$323M
AUM Growth
–
Cap. Flow
+$323M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.94%
Holding
308
New
308
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$16.8M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$8.08M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$7.92M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$7.04M |
| 5 |
Visa
V
|
$6.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.14% |
| 2 | Financials | 7.29% |
| 3 | Communication Services | 6.34% |
| 4 | Healthcare | 6.3% |
| 5 | Industrials | 5.9% |
