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
401
$25K 0.01%
667
402
$25K 0.01%
488
+41
403
$25K 0.01%
210
404
$25K 0.01%
426
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406
$25K 0.01%
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407
$25K 0.01%
113
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408
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409
$25K 0.01%
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410
$25K 0.01%
314
411
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412
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1,083
413
$25K 0.01%
952
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414
$24K 0.01%
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415
$24K 0.01%
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416
$24K 0.01%
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417
$24K 0.01%
103
418
$24K 0.01%
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419
$23K 0.01%
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$23K 0.01%
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359
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$23K 0.01%
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424
$23K 0.01%
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425
$23K 0.01%
311
15 16
17
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