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
201
$246K 0.06%
+3,578
202
$244K 0.06%
8,014
+15
203
$243K 0.06%
+9,590
204
$242K 0.06%
6,185
-90
205
$242K 0.06%
+10,000
206
$234K 0.06%
12,197
+59
207
$229K 0.06%
1,109
208
$228K 0.06%
1,015
-1,000
209
$227K 0.06%
+1,944
210
$226K 0.06%
33,866
-29,030
211
$224K 0.06%
6,334
212
$223K 0.06%
+585
213
$222K 0.06%
+1,063
214
$221K 0.06%
+600
215
$219K 0.06%
+800
216
$218K 0.06%
2,630
-1
217
$217K 0.06%
+1,220
218
$217K 0.06%
3,549
-20
219
$216K 0.05%
2,515
220
$215K 0.05%
+3,238
221
$214K 0.05%
+3,000
222
$214K 0.05%
4,182
+2
223
$213K 0.05%
+5,137
224
$212K 0.05%
+4,408
225
$211K 0.05%
4,410
7 8
9
10 11