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
351
$36K 0.01%
633
+5
352
$35K 0.01%
531
+6
353
$35K 0.01%
574
+4
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$35K 0.01%
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-40
355
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661
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799
357
$34K 0.01%
1,216
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358
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359
$34K 0.01%
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+70
360
$33K 0.01%
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361
$33K 0.01%
610
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362
$33K 0.01%
1,558
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363
$33K 0.01%
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364
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2,216
+2,059
365
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755
366
$32K 0.01%
319
367
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487
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371
$31K 0.01%
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372
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373
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1,100
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374
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375
$31K 0.01%
753
+7
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