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
$393M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$3.44M
3
+$1M
4
AVGO icon
Broadcom
AVGO
+$962K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$946K

Top Sells

1
+$11.5M
2
+$2.6M
3
+$1.18M
4
TSLA icon
Tesla
TSLA
+$1,000K
5
STMP
Stamps.com, Inc.
STMP
+$893K

Sector Composition

1 Technology 15.82%
2 Communication Services 6.91%
3 Financials 5.97%
4 Healthcare 5.96%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 1.14%
43,352
+88
27
$4.48M 1.14%
44,155
+1,933
28
$4.44M 1.13%
86,879
+10,925
29
$4.39M 1.12%
58,847
+7,720
30
$4.22M 1.07%
45,220
+162
31
$4.18M 1.06%
26,431
+45
32
$3.94M 1%
23,620
+200
33
$3.44M 0.87%
+7,869
34
$3.35M 0.85%
113,740
-29,960
35
$3.09M 0.79%
84,757
+4,218
36
$3.08M 0.78%
39,990
-425
37
$3.02M 0.77%
20,066
+2,608
38
$3M 0.76%
13,987
+126
39
$2.99M 0.76%
8,496
-2,838
40
$2.88M 0.73%
51,680
-2,815
41
$2.82M 0.72%
47,789
+1,069
42
$2.81M 0.71%
19,380
-100
43
$2.8M 0.71%
24,327
+3,799
44
$2.75M 0.7%
61,794
-201
45
$2.73M 0.69%
112,176
-440
46
$2.68M 0.68%
28,790
+140
47
$2.59M 0.66%
31,172
-292
48
$2.5M 0.64%
73,367
-327
49
$2.37M 0.6%
44,040
-294
50
$2.36M 0.6%
10,904
-897
1
2
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