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
$359M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$28.6M
2 +$6.11M
3 +$5.05M
4
FISV
Fiserv Inc
FISV
+$1.23M
5
PM icon
Philip Morris
PM
+$941K

Sector Composition

1 Technology 14.49%
2 Communication Services 7.25%
3 Healthcare 6.3%
4 Financials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-2,119
252
-6,129
253
-1,445