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
$360M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.2M
3
+$8.13M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.28M

Top Sells

1
+$7.9M
2
+$5.96M
3
+$5.55M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$5.35M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$4.9M

Sector Composition

1 Technology 15.02%
2 Healthcare 6.53%
3 Financials 6.2%
4 Communication Services 6.09%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
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