SW

SkyOak Wealth Portfolio holdings

AUM $556M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
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 +$27.9M
2 +$5.63M
3 +$4.67M
4
FISV
Fiserv Inc
FISV
+$1.14M
5
LAB icon
Standard BioTools
LAB
+$1.02M

Top Sells

1 +$5.2M
2 +$4.51M
3 +$3.25M
4
NTNX icon
Nutanix
NTNX
+$2.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.81M

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
-50,964
252
-113,413
253
-87,224