SW
SkyOak Wealth Portfolio holdings
AUM
$498M
1-Year Est. Return
15.95%
1 Year Est. Return
+15.95%
AUM
$498M
AUM Growth
+$41.1M
(+9%)
Holding
268
Top Buys
| 1 | +$6.08M | |
| 2 | +$2.19M | |
| 3 | +$1.85M | |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$1.48M |
| 5 |
Uber
UBER
|
+$1.47M |
Top Sells
| 1 | +$5.3M | |
| 2 | +$2.59M | |
| 3 | +$1.25M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.21M |
| 5 |
PepsiCo
PEP
|
+$916K |
Sector Composition
| 1 | Technology | 10.57% |
| 2 | Financials | 5.95% |
| 3 | Communication Services | 4.97% |
| 4 | Healthcare | 4.87% |
| 5 | Consumer Discretionary | 3.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Cavco Industries
CVCO
$4.28B
| – | – |
-473
|
|
||
252
Donaldson
DCI
$9.53B
| – | – |
-3,631
|
|
||
|
DFS
253
DELISTED
Discover Financial Services
DFS
| – | – |
-1,329
|
|
||
254
Duke Energy
DUK
$99.1B
| – | – |
-1,652
|
|
||
255
iShares MSCI Emerging Markets ETF
EEM
$20.6B
| – | – |
-4,680
|
|
||
256
Enterprise Products Partners
EPD
$65.5B
| – | – |
-12,678
|
|
||
257
Robinhood
HOOD
$117B
| – | – |
-30,065
|
|
||
258
Hawkins
HWKN
$3.51B
| – | – |
-2,374
|
|
||
259
Merck
MRK
$210B
| – | – |
-3,432
|
|
||
260
Strategy Inc
MSTR
$81.5B
| – | – |
-1,200
|
|
||
261
Newegg Commerce
NEGG
$949M
| – | – |
-1,000
|
|
||
262
Omega Healthcare
OHI
$11.9B
| – | – |
-10,744
|
|
||
|
263
PepsiCo
PEP
$209B
| – | – |
-6,107
|
|
||
264
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
| – | – |
-7,071
|
|
||
265
Sterling Infrastructure
STRL
$11.1B
| – | – |
-1,782
|
|
||
|
LINE
266
Lineage Inc
LINE
$9.39B
| – | – |
-4,000
|
|
||
|
FLG
267
Flagstar Financial
FLG
$4.63B
| – | – |
-11,339
|
|