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
176
$321K 0.08%
2,184
177
$320K 0.08%
1,918
-200
178
$316K 0.08%
3,257
179
$303K 0.08%
2,538
180
$301K 0.08%
4,410
181
$299K 0.08%
9,564
+1,051
182
$298K 0.08%
3,491
+1
183
$296K 0.08%
6,550
-500
184
$291K 0.07%
2,531
+133
185
$289K 0.07%
8,279
+1,320
186
$288K 0.07%
3,760
187
$288K 0.07%
850
-590
188
$280K 0.07%
1,209
+13
189
$266K 0.07%
3,895
+417
190
$264K 0.07%
+2,666
191
$261K 0.07%
4,194
+3
192
$259K 0.07%
+6,828
193
$259K 0.07%
2,933
+416
194
$258K 0.07%
+8,698
195
$256K 0.07%
+1,430
196
$254K 0.06%
3,032
-10
197
$252K 0.06%
+1,283
198
$248K 0.06%
385
-10
199
$247K 0.06%
+467
200
$247K 0.06%
+2,656
6 7
8
9 10