SW

SkyOak Wealth Portfolio holdings

AUM $556M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.23M
3
+$5.11M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.22M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$726K

Top Sells

1
+$8.08M
2
+$5.35M
3
+$4.83M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.29M

Sector Composition

1 Technology 14.79%
2 Healthcare 7.53%
3 Communication Services 7.27%
4 Financials 5.89%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
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