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
351
$28.3K 0.01%
280
-13
352
$27.9K 0.01%
489
+2
353
$27.8K 0.01%
451
+151
354
$27.7K 0.01%
250
355
$27.7K 0.01%
360
+2
356
$27.6K 0.01%
332
357
$27.5K 0.01%
430
-2
358
$27.3K 0.01%
215
359
$27.2K 0.01%
800
360
$27.1K 0.01%
705
361
$26.8K 0.01%
500
362
$26.7K 0.01%
401
363
$26.6K 0.01%
1,296
+23
364
$26.5K 0.01%
377
+1
365
$26.3K 0.01%
430
366
$26.3K 0.01%
1,273
+16
367
$26.3K 0.01%
1,678
368
$26.3K 0.01%
214
369
$26.3K 0.01%
2,680
370
$26.1K 0.01%
960
+34
371
$25.7K 0.01%
415
+1
372
$25.6K 0.01%
198
373
$25.5K 0.01%
903
-420
374
$25.5K 0.01%
800
375
$25.4K 0.01%
562
+3
13 14
15
16 17