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
$323M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$8.08M
3 +$7.92M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.04M
5
V icon
Visa
V
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.14%
2 Financials 7.29%
3 Communication Services 6.34%
4 Healthcare 6.3%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$104K 0.03%
+10,000
302
$97K 0.03%
+1,350
303
$80K 0.02%
+10,000
304
$61K 0.02%
+816
305
$46K 0.01%
+13,180
306
$34K 0.01%
+10,000
307
$13K ﹤0.01%
+15,000
308
$5K ﹤0.01%
+54