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
$354M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$4.79M
3
+$1.55M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.16M

Top Sells

1
+$6.21M
2
+$4.12M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$846K
5
AAPL icon
Apple
AAPL
+$637K

Sector Composition

1 Technology 12.9%
2 Healthcare 7.02%
3 Communication Services 5.68%
4 Financials 5.66%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
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