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
$390M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.16M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$592K

Top Sells

1
+$453K
2
+$297K
3
+$283K
4
CYBR icon
CyberArk
CYBR
+$265K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$209K

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 6.89%
3 Financials 6.56%
4 Communication Services 4.55%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27K 0.01%
536
402
$27K 0.01%
452
403
$27K 0.01%
452
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$27K 0.01%
266
405
$27K 0.01%
530
406
$26K 0.01%
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407
$26K 0.01%
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408
$26K 0.01%
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409
$25K 0.01%
950
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410
$25K 0.01%
522
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411
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1,147
412
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709
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413
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431
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414
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415
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426
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416
$25K 0.01%
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417
$25K 0.01%
140
418
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419
$24K 0.01%
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422
$24K 0.01%
2,408
423
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424
$24K 0.01%
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425
$24K 0.01%
181
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17
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