SW

SkyOak Wealth Portfolio holdings

AUM $546M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$5.71M
3
+$2.72M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Top Sells

1
+$5.81M
2
+$4.72M
3
+$1.55M
4
TDOC icon
Teladoc Health
TDOC
+$1.04M
5
ZM icon
Zoom
ZM
+$683K

Sector Composition

1 Technology 19.14%
2 Communication Services 7.98%
3 Healthcare 6.81%
4 Financials 5.99%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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266
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