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
$452M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.52M
3
+$1.41M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$728K

Top Sells

1
+$3.07M
2
+$1.1M
3
+$705K
4
AAPL icon
Apple
AAPL
+$563K
5
ZS icon
Zscaler
ZS
+$557K

Sector Composition

1 Technology 11.24%
2 Healthcare 6.29%
3 Communication Services 5.3%
4 Financials 4.91%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.54%
2,712
-100
52
$2.42M 0.54%
5,260
-53
53
$2.4M 0.53%
4,556
+106
54
$2.35M 0.52%
8,296
+299
55
$2.34M 0.52%
8,527
56
$2.33M 0.52%
17,099
+113
57
$2.1M 0.47%
12,608
58
$2.06M 0.46%
22,394
+16,522
59
$2.03M 0.45%
6,680
-70
60
$1.88M 0.42%
10,870
61
$1.77M 0.39%
8,591
-59
62
$1.73M 0.38%
2,951
-632
63
$1.63M 0.36%
4,251
+73
64
$1.59M 0.35%
40,135
-444
65
$1.56M 0.35%
20,406
-27
66
$1.5M 0.33%
12,505
-503
67
$1.36M 0.3%
2,365
-83
68
$1.27M 0.28%
6,417
-25
69
$1.2M 0.27%
9,930
-415
70
$1.19M 0.26%
2,075
+9
71
$1.13M 0.25%
6,668
+1,000
72
$1.13M 0.25%
4,635
-45
73
$1.04M 0.23%
2,666
+716
74
$1.02M 0.23%
3,126
-201
75
$988K 0.22%
5,810
-43
1 2
3
4 5