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
$413M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.17M
3
+$1M
4
DVY icon
iShares Select Dividend ETF
DVY
+$932K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$758K

Top Sells

1
+$3.59M
2
+$2.88M
3
+$1.93M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.03M
5
ZM icon
Zoom
ZM
+$972K

Sector Composition

1 Technology 20.51%
2 Consumer Discretionary 6.91%
3 Financials 5.44%
4 Communication Services 4.39%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$59K 0.01%
400
-401
277
$58K 0.01%
1,238
-850
278
$58K 0.01%
3,248
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279
$57K 0.01%
333
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280
$57K 0.01%
805
281
$57K 0.01%
548
282
$56K 0.01%
4,711
283
$56K 0.01%
470
+3
284
$56K 0.01%
760
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285
$55K 0.01%
213
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286
$55K 0.01%
119
287
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896
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288
$55K 0.01%
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289
$54K 0.01%
464
290
$54K 0.01%
935
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291
$53K 0.01%
318
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292
$53K 0.01%
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293
$53K 0.01%
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294
$52K 0.01%
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295
$51K 0.01%
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296
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384
297
$50K 0.01%
544
298
$50K 0.01%
330
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299
$49K 0.01%
1,100
300
$48K 0.01%
1,150
10 11
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