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
426
$24K 0.01%
+6,097
427
$23K 0.01%
1,041
+8
428
$23K 0.01%
400
429
$23K 0.01%
936
430
$23K 0.01%
2,148
+17
431
$23K 0.01%
3,231
432
$23K 0.01%
1,204
+12
433
$23K 0.01%
75
-50
434
$23K 0.01%
214
+12
435
$23K 0.01%
210
436
$23K 0.01%
503
+57
437
$22K 0.01%
86
438
$22K 0.01%
358
+45
439
$22K 0.01%
1,010
+16
440
$22K 0.01%
+125
441
$22K 0.01%
311
442
$22K 0.01%
93
443
$22K 0.01%
893
444
$22K 0.01%
406
+2
445
$22K 0.01%
667
446
$21K 0.01%
165
-350
447
$21K 0.01%
443
+14
448
$21K 0.01%
314
+42
449
$21K 0.01%
103
+4
450
$21K 0.01%
369
+46
16 17
18
19 20