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
251
$67.2K 0.02%
2,346
-32
252
$67.2K 0.02%
901
-3
253
$65.5K 0.02%
4,166
+35
254
$64.8K 0.02%
1,325
+20
255
$62.7K 0.02%
1,783
256
$62.6K 0.02%
+1,762
257
$62K 0.02%
877
-44
258
$61.4K 0.02%
1,142
-446
259
$61.1K 0.02%
1,242
260
$60.5K 0.02%
2,220
+3
261
$60.5K 0.02%
3,790
-8
262
$60.3K 0.02%
685
263
$58.7K 0.02%
433
264
$58.6K 0.02%
1,242
-74
265
$58.5K 0.02%
1,501
+9
266
$57.4K 0.02%
197
+1
267
$57.3K 0.02%
674
+2
268
$57K 0.02%
485
+5
269
$56K 0.02%
254
270
$55.9K 0.02%
917
+3
271
$55.7K 0.02%
548
-122
272
$55.3K 0.01%
678
-54
273
$54.6K 0.01%
1,100
274
$54K 0.01%
1,752
275
$53.8K 0.01%
1,000
9 10
11
12 13