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
51
$2.28M 0.58%
22,391
-200
52
$2.2M 0.56%
30,036
+4,724
53
$2.11M 0.54%
12,139
+1,045
54
$1.99M 0.51%
40,273
+5,199
55
$1.97M 0.5%
8,716
+424
56
$1.96M 0.5%
3,022
-33
57
$1.94M 0.49%
20,406
58
$1.82M 0.46%
7,145
+920
59
$1.8M 0.46%
6,734
60
$1.73M 0.44%
12,540
61
$1.72M 0.44%
2,614
62
$1.7M 0.43%
4,115
-1,245
63
$1.67M 0.42%
4,504
-394
64
$1.63M 0.42%
6,201
65
$1.62M 0.41%
13,966
-125
66
$1.62M 0.41%
7,700
-2,499
67
$1.61M 0.41%
36,565
+11,066
68
$1.57M 0.4%
14,499
+81
69
$1.57M 0.4%
20,454
-20
70
$1.53M 0.39%
73,882
-634
71
$1.4M 0.36%
17,265
-5,220
72
$1.4M 0.35%
10,164
+38
73
$1.36M 0.35%
36,225
74
$1.36M 0.35%
5,627
+98
75
$1.34M 0.34%
24,827
-845
1 2
3
4 5