SW

SkyOak Wealth Portfolio holdings

AUM $498M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.02M
3
+$927K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$803K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$653K

Top Sells

1
+$2.33M
2
+$936K
3
+$496K
4
TMHC icon
Taylor Morrison
TMHC
+$493K
5
ANET icon
Arista Networks
ANET
+$488K

Sector Composition

1 Technology 11.71%
2 Healthcare 6.59%
3 Communication Services 5.6%
4 Financials 5.01%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
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