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
$418M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.33M
3
+$1.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.05M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$870K

Top Sells

1
+$1.47M
2
+$1.39M
3
+$1.09M
4
ABBV icon
AbbVie
ABBV
+$803K
5
CRWD icon
CrowdStrike
CRWD
+$628K

Sector Composition

1 Technology 10.78%
2 Healthcare 6.62%
3 Communication Services 5.52%
4 Financials 5.3%
5 Consumer Discretionary 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
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