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
$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

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
in Stake
Capital Flow
276
-4,425