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
$372M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$2.23M
3
+$1.72M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.21M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$866K

Top Sells

1
+$3.48M
2
+$1.41M
3
+$1.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$785K
5
AAPL icon
Apple
AAPL
+$665K

Sector Composition

1 Technology 16.21%
2 Financials 6.13%
3 Consumer Discretionary 4.12%
4 Communication Services 2.51%
5 Real Estate 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94.8K 0.03%
2,614
+35
227
$94.6K 0.03%
9,225
228
$94.6K 0.03%
1,356
-66
229
$92.8K 0.03%
4,407
+48
230
$91.3K 0.02%
417
+3
231
$90.4K 0.02%
1,086
+60
232
$84.4K 0.02%
1,632
-826
233
$84.3K 0.02%
2,566
234
$84.2K 0.02%
1,201
+5
235
$81.3K 0.02%
6,394
236
$80.5K 0.02%
336
+2
237
$79.6K 0.02%
1,678
+13
238
$77.8K 0.02%
2,105
+19
239
$77.3K 0.02%
1,086
+35
240
$77K 0.02%
688
241
$76K 0.02%
793
+6
242
$75.1K 0.02%
490
243
$73.7K 0.02%
1,778
-16
244
$71K 0.02%
824
+514
245
$70.9K 0.02%
1,718
246
$70.9K 0.02%
700
-159
247
$70.5K 0.02%
822
-5
248
$68.7K 0.02%
1,077
249
$67.8K 0.02%
195
+8
250
$67.3K 0.02%
1,487
+6
8 9
10
11 12