SW

SkyOak Wealth Portfolio holdings

AUM $529M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
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
126
$568K 0.14%
9,097
-37
127
$550K 0.14%
8,268
-198
128
$548K 0.14%
3,315
-80
129
$545K 0.14%
1,517
-17
130
$527K 0.13%
2,311
+1,200
131
$526K 0.13%
3,075
+1
132
$513K 0.13%
12,000
-1,000
133
$506K 0.13%
10,680
134
$504K 0.13%
8,626
+1
135
$503K 0.13%
12,000
136
$501K 0.13%
26,984
-1,821
137
$483K 0.12%
3,087
+98
138
$476K 0.12%
5,568
139
$457K 0.12%
8,884
+199
140
$453K 0.12%
2,252
+300
141
$453K 0.12%
9,134
-32
142
$452K 0.11%
3,690
143
$443K 0.11%
5,153
144
$434K 0.11%
3,342
+60
145
$432K 0.11%
7,561
+602
146
$426K 0.11%
+10,500
147
$406K 0.1%
7,500
148
$401K 0.1%
+18,430
149
$396K 0.1%
4,425
+151
150
$394K 0.1%
+6,700
4 5
6
7 8