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
$367M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$25.5M
3
+$19.2M
4
AMZN icon
Amazon
AMZN
+$13.6M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$12.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Consumer Discretionary 6.95%
3 Financials 4.6%
4 Communication Services 4.17%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18K ﹤0.01%
+292
427
$18K ﹤0.01%
+299
428
$18K ﹤0.01%
+305
429
$18K ﹤0.01%
+240
430
$17K ﹤0.01%
+310
431
$17K ﹤0.01%
+63
432
$17K ﹤0.01%
+159
433
$17K ﹤0.01%
+14
434
$17K ﹤0.01%
+311
435
$16K ﹤0.01%
+909
436
$16K ﹤0.01%
+96
437
$16K ﹤0.01%
+26
438
$16K ﹤0.01%
+1,199
439
$16K ﹤0.01%
+315
440
$16K ﹤0.01%
+264
441
$16K ﹤0.01%
+248
442
$16K ﹤0.01%
+640
443
$16K ﹤0.01%
+50
444
$16K ﹤0.01%
+261
445
$16K ﹤0.01%
+164
446
$15K ﹤0.01%
+330
447
$15K ﹤0.01%
+365
448
$15K ﹤0.01%
+62
449
$15K ﹤0.01%
+129
450
$15K ﹤0.01%
+233
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