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
376
$30K 0.01%
864
377
$30K 0.01%
2,924
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378
$30K 0.01%
530
379
$29K 0.01%
527
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380
$29K 0.01%
519
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381
$29K 0.01%
543
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382
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562
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383
$29K 0.01%
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384
$28K 0.01%
788
385
$28K 0.01%
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386
$28K 0.01%
454
+2
387
$28K 0.01%
130
388
$28K 0.01%
430
389
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266
390
$28K 0.01%
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391
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238
392
$27K 0.01%
526
+4
393
$27K 0.01%
408
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395
$27K 0.01%
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396
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162
397
$26K 0.01%
165
398
$26K 0.01%
400
399
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711
+2
400
$26K 0.01%
+227
14 15
16
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