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
$410M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.79M
3
+$3.77M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
XYZ
Block Inc
XYZ
+$1.5M

Top Sells

1
+$2.61M
2
+$2.53M
3
+$1.09M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$597K
5
ARKK icon
ARK Innovation ETF
ARKK
+$596K

Sector Composition

1 Technology 21.43%
2 Financials 6.29%
3 Consumer Discretionary 5.95%
4 Communication Services 3.56%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$65K 0.02%
801
+401
277
$64K 0.02%
464
278
$64K 0.02%
3,800
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279
$64K 0.02%
2,212
+2
280
$62K 0.02%
474
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281
$62K 0.02%
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282
$60K 0.01%
178
283
$60K 0.01%
548
284
$59K 0.01%
384
285
$59K 0.01%
683
+1
286
$59K 0.01%
545
287
$58K 0.01%
527
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288
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4,055
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289
$58K 0.01%
1,105
+1
290
$57K 0.01%
267
291
$57K 0.01%
188
292
$56K 0.01%
331
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293
$56K 0.01%
307
294
$56K 0.01%
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295
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328
296
$55K 0.01%
805
297
$55K 0.01%
197
298
$55K 0.01%
162
299
$54K 0.01%
318
300
$54K 0.01%
99
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