SWA

SOA Wealth Advisors Portfolio holdings

AUM $583M
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.16M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$592K

Top Sells

1
+$453K
2
+$297K
3
+$283K
4
CYBR icon
CyberArk
CYBR
+$265K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$209K

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 6.89%
3 Financials 6.56%
4 Communication Services 4.55%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95K 0.02%
300
-35
227
$93K 0.02%
1,324
+20
228
$92K 0.02%
571
+316
229
$92K 0.02%
4,591
230
$92K 0.02%
1,473
+3
231
$91K 0.02%
1,603
+3
232
$91K 0.02%
152
+30
233
$90K 0.02%
2,500
-3,500
234
$90K 0.02%
2,034
+9
235
$89K 0.02%
626
+12
236
$87K 0.02%
507
-1
237
$87K 0.02%
6,792
+38
238
$86K 0.02%
1,554
+6
239
$86K 0.02%
+1,090
240
$86K 0.02%
2,530
241
$85K 0.02%
228
+2
242
$85K 0.02%
670
243
$84K 0.02%
1,215
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244
$84K 0.02%
1,694
+4
245
$83K 0.02%
432
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246
$83K 0.02%
503
-29
247
$83K 0.02%
1,563
248
$83K 0.02%
1,242
249
$82K 0.02%
946
+1
250
$82K 0.02%
3,293
+10
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10
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