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
251
$81K 0.02%
857
+4
252
$81K 0.02%
308
253
$81K 0.02%
1,756
254
$77K 0.02%
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255
$76K 0.02%
240
-1
256
$76K 0.02%
1,167
257
$76K 0.02%
1,032
258
$75K 0.02%
222
+190
259
$75K 0.02%
4,246
-109
260
$74K 0.02%
443
-100
261
$74K 0.02%
1,550
+100
262
$73K 0.02%
300
-15
263
$72K 0.02%
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264
$72K 0.02%
2,208
+2
265
$72K 0.02%
2,383
266
$72K 0.02%
2,549
267
$72K 0.02%
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268
$71K 0.02%
424
269
$71K 0.02%
205
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1,112
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271
$69K 0.02%
2,343
272
$68K 0.02%
548
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273
$68K 0.02%
3,991
+31
274
$68K 0.02%
175
+15
275
$66K 0.02%
1,077
9 10
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