SW
SkyOak Wealth Portfolio holdings
AUM
$498M
1-Year Return
15.95%
This Quarter Return
+6.4%
1 Year Return
+15.95%
3 Year Return
+69%
5 Year Return
+112%
10 Year Return
–
AUM
$359M
AUM Growth
+$37.8M
(+12%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
31.35%
Holding
254
New
38
Increased
56
Reduced
91
Closed
21
Top Buys
| 1 |
CBTG
Cabot Growth ETF
CBTG
|
$28.6M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$6.11M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$5.05M |
| 4 |
Fiserv
FI
|
$1.23M |
| 5 |
Philip Morris
PM
|
$941K |
Top Sells
Sector Composition
| 1 | Technology | 14.49% |
| 2 | Communication Services | 7.25% |
| 3 | Healthcare | 6.3% |
| 4 | Financials | 6.21% |
| 5 | Consumer Discretionary | 4.62% |
