SW
SkyOak Wealth Portfolio holdings
AUM
$498M
1-Year Return
15.95%
This Quarter Return
+8.9%
1 Year Return
+15.95%
3 Year Return
+69%
5 Year Return
+112%
10 Year Return
–
AUM
$498M
AUM Growth
+$41.1M
(+9%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
34.95%
Holding
268
New
23
Increased
68
Reduced
54
Closed
22
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$6.08M |
| 2 |
NVIDIA
NVDA
|
$2.19M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.85M |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.48M |
| 5 |
Uber
UBER
|
$1.47M |
Top Sells
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$5.3M |
| 2 |
Microsoft
MSFT
|
$2.59M |
| 3 |
Robinhood
HOOD
|
$1.25M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.21M |
| 5 |
PepsiCo
PEP
|
$916K |
Sector Composition
| 1 | Technology | 10.57% |
| 2 | Financials | 5.95% |
| 3 | Communication Services | 4.97% |
| 4 | Healthcare | 4.87% |
| 5 | Consumer Discretionary | 3.22% |
