SW
SkyOak Wealth Portfolio holdings
AUM
$498M
This Quarter Return
+7.45%
1 Year Return
+15.95%
3 Year Return
+69%
5 Year Return
+112%
10 Year Return
–
AUM
$374M
AUM Growth
+$14.4M
(+4%)
Cap. Flow
+$5.65M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
31.74%
Holding
250
New
16
Increased
62
Reduced
80
Closed
15
Top Buys
Top Sells
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$6.21M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$5.72M |
| 3 |
Twilio
TWLO
|
$1.17M |
| 4 |
Trade Desk
TTD
|
$807K |
| 5 |
IAC Inc
IAC
|
$638K |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Communication Services | 7.06% |
| 3 | Healthcare | 6.4% |
| 4 | Financials | 6.17% |
| 5 | Consumer Discretionary | 4.64% |
