SW
SkyOak Wealth Portfolio holdings
AUM
$546M
1-Year Est. Return
18.14%
This Fund
S&P 500
1 Year Est. Return
+18.14%
AUM
$546M
AUM Growth
-$9.91M
(-1.8%)
Holding
279
Top Buys
| 1 | +$2.74M | |
| 2 | +$2.12M | |
| 3 | +$1.78M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.28M |
| 5 |
Microsoft
MSFT
|
+$1.01M |
Top Sells
| 1 | +$3.82M | |
| 2 | +$1.35M | |
| 3 | +$850K | |
| 4 |
Zscaler
ZS
|
+$608K |
| 5 |
Lockheed Martin
LMT
|
+$604K |
Sector Composition
| 1 | Technology | 10.9% |
| 2 | Financials | 5.82% |
| 3 | Healthcare | 4.74% |
| 4 | Communication Services | 4.49% |
| 5 | Consumer Discretionary | 2.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
XPEL
XPEL
$1.23B
| – | – |
-5,857
|
|
||
|
CRWV
277
CoreWeave Inc
CRWV
$60.5B
| – | – |
-4,065
|
|
||
278
M/I Homes
MHO
$3.54B
| – | – |
-2,333
|
|
||
|
279
Zscaler
ZS
$21.7B
| – | – |
-2,705
|
|