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
276
$52K 0.01%
1,008
+3
277
$51.8K 0.01%
424
-5
278
$51.8K 0.01%
252
279
$51.7K 0.01%
245
280
$51.2K 0.01%
285
-11
281
$49.3K 0.01%
519
+2
282
$49.3K 0.01%
314
+3
283
$48.7K 0.01%
125
-2
284
$48.4K 0.01%
7,118
285
$47.5K 0.01%
327
-3
286
$47.4K 0.01%
300
287
$47.3K 0.01%
943
288
$47.1K 0.01%
544
289
$47K 0.01%
1,029
+59
290
$46.7K 0.01%
237
+32
291
$46.3K 0.01%
+860
292
$46.2K 0.01%
812
+2
293
$45K 0.01%
480
294
$44.8K 0.01%
856
-5,059
295
$44.6K 0.01%
624
-71
296
$44.3K 0.01%
601
+10
297
$43.6K 0.01%
4,000
298
$43K 0.01%
161
-7
299
$42.8K 0.01%
3,249
+1
300
$42.7K 0.01%
367
+3
10 11
12
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