SW

SkyOak Wealth Portfolio holdings

AUM $529M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$1.09M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$891K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$860K

Top Sells

1
+$640K
2
+$627K
3
+$570K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$451K

Sector Composition

1 Technology 11.86%
2 Healthcare 7.43%
3 Financials 6.33%
4 Communication Services 5.09%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.7K 0.01%
650
227
$5.12K ﹤0.01%
89,148
-49,029
228
– –
0
229
$3.37K ﹤0.01%
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230
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231
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232
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233
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242
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6 7 8 9
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