SW
SkyOak Wealth Portfolio holdings
AUM
$498M
1-Year Return
15.95%
This Quarter Return
+8.8%
1 Year Return
+15.95%
3 Year Return
+69%
5 Year Return
+112%
10 Year Return
–
AUM
$278M
AUM Growth
+$7.26M
(+2.7%)
Cap. Flow
-$15.6M
Cap. Flow
% of AUM
-5.61%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
257
New
18
Increased
40
Reduced
102
Closed
53
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$11.5M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$6.85M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$3.48M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$2.78M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$2.48M |
Sector Composition
| 1 | Technology | 17.14% |
| 2 | Communication Services | 7.15% |
| 3 | Healthcare | 6.07% |
| 4 | Financials | 5.26% |
| 5 | Consumer Discretionary | 5.12% |
