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
$323M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$8.08M
3 +$7.92M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.04M
5
V icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$254K 0.08%
+5,886
252
$252K 0.08%
+3,115
253
$251K 0.08%
+5,626
254
$246K 0.08%
+8,000
255
$244K 0.08%
+829
256
$242K 0.08%
+2,238
257
$236K 0.07%
+716
258
$236K 0.07%
+964
259
$235K 0.07%
+14,050
260
$234K 0.07%
+3,602
261
$233K 0.07%
+2,646
262
$230K 0.07%
+5,929
263
$228K 0.07%
+17,766
264
$228K 0.07%
+1,036
265
$226K 0.07%
+2,786
266
$223K 0.07%
+3,710
267
$222K 0.07%
+4,500
268
$221K 0.07%
+3,087
269
$219K 0.07%
+2,712
270
$219K 0.07%
+2,743
271
$219K 0.07%
+2,195
272
$218K 0.07%
+4,695
273
$218K 0.07%
+2,544
274
$216K 0.07%
+7,198
275
$215K 0.07%
+14,349