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
76
$1.32M 0.34%
29,652
+1,819
77
$1.31M 0.33%
9,644
+4,172
78
$1.18M 0.3%
18,685
79
$1.17M 0.3%
4,632
80
$1.14M 0.29%
8,522
+1,245
81
$1.13M 0.29%
6,184
-35
82
$1.07M 0.27%
18,302
+27
83
$1.07M 0.27%
9,127
+3,386
84
$1.07M 0.27%
34,492
-1,948
85
$1.06M 0.27%
6,101
86
$1.06M 0.27%
4,147
-658
87
$1.05M 0.27%
17,205
+1,000
88
$1.02M 0.26%
5,970
89
$982K 0.25%
3,540
-34
90
$981K 0.25%
9,449
-99
91
$966K 0.25%
9,010
+409
92
$963K 0.24%
7,072
+1,539
93
$962K 0.24%
+14,450
94
$946K 0.24%
2
95
$929K 0.24%
+6,850
96
$918K 0.23%
6,840
+1,600
97
$889K 0.23%
3,634
98
$883K 0.22%
4,684
99
$868K 0.22%
22,016
+44
100
$828K 0.21%
+4,080
2 3
4
5 6