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
376
$24.8K 0.01%
1,326
+21
377
$24.5K 0.01%
101
-2
378
$24.4K 0.01%
406
379
$24.1K 0.01%
400
380
$23.9K 0.01%
3,166
+78
381
$23.1K 0.01%
80
-1
382
$23.1K 0.01%
210
+4
383
$22.9K 0.01%
717
+3
384
$22.7K 0.01%
167
-40
385
$22.4K 0.01%
2,216
-91
386
$22.4K 0.01%
229
-2
387
$22.4K 0.01%
411
+1
388
$22.4K 0.01%
133
-2
389
$22.2K 0.01%
449
+6
390
$22.2K 0.01%
74
391
$22K 0.01%
985
392
$22K 0.01%
483
393
$21.4K 0.01%
602
394
$21.4K 0.01%
126
395
$21.2K 0.01%
554
+9
396
$21.2K 0.01%
164
397
$21K 0.01%
453
+1
398
$20.9K 0.01%
415
+2
399
$20.9K 0.01%
747
-16
400
$20.4K 0.01%
1,176
+7
14 15
16
17 18