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
$427M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1 +$5.72M
2 +$2.77M
3 +$2.19M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.8M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$972K

Top Sells

1 +$7.35M
2 +$7.32M
3 +$2.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.7M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.26M

Sector Composition

1 Technology 19.54%
2 Financials 5.75%
3 Consumer Discretionary 4.41%
4 Communication Services 2.5%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$27.4K 0.01%
209
-57
377
$27K 0.01%
250
378
$27K 0.01%
765
-13
379
$26.9K 0.01%
231
+1
380
$26.9K 0.01%
724
381
$26.9K 0.01%
430
382
$26.7K 0.01%
400
383
$26.7K 0.01%
1,368
+22
384
$26.2K 0.01%
667
385
$26.2K 0.01%
3,304
+69
386
$25.7K 0.01%
+68
387
$25.7K 0.01%
233
+14
388
$25.7K 0.01%
600
389
$25.6K 0.01%
500
390
$25.5K 0.01%
74
391
$25.5K 0.01%
412
+1
392
$25.4K 0.01%
133
393
$25.3K 0.01%
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394
$25.3K 0.01%
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395
$25.3K 0.01%
+391
396
$25.2K 0.01%
215
397
$25.1K 0.01%
164
398
$25.1K 0.01%
420
399
$25K 0.01%
1,300
+14
400
$24.9K 0.01%
278