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
101
$800K 0.2%
10,000
102
$792K 0.2%
7,648
-68
103
$787K 0.2%
1,649
104
$784K 0.2%
6,760
-550
105
$780K 0.2%
7,944
-420
106
$777K 0.2%
1,984
+484
107
$774K 0.2%
13,079
+464
108
$753K 0.19%
5,231
-1,974
109
$752K 0.19%
2,515
-54
110
$727K 0.18%
4,693
+520
111
$723K 0.18%
1,200
-1
112
$701K 0.18%
5,898
-3,824
113
$666K 0.17%
1,402
+75
114
$664K 0.17%
7,634
+51
115
$655K 0.17%
7,715
-1,944
116
$648K 0.16%
3,109
-71
117
$638K 0.16%
162,643
-19,242
118
$634K 0.16%
17,640
+7,224
119
$632K 0.16%
2,886
120
$625K 0.16%
12,422
-600
121
$593K 0.15%
9,675
+219
122
$582K 0.15%
14,046
+11
123
$575K 0.15%
1,445
+565
124
$574K 0.15%
11,750
125
$569K 0.14%
1,371
+196
3 4
5
6 7