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
426
$23K 0.01%
168
+13
427
$23K 0.01%
173
+111
428
$23K 0.01%
212
-2
429
$23K 0.01%
1,500
-450
430
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202
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431
$23K 0.01%
107
432
$22K 0.01%
+1,076
433
$22K 0.01%
730
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434
$22K 0.01%
1,028
+18
435
$22K 0.01%
117
436
$21K 0.01%
126
437
$21K 0.01%
578
438
$21K 0.01%
3,231
439
$21K 0.01%
330
440
$21K 0.01%
159
441
$21K 0.01%
408
+2
442
$21K 0.01%
315
+3
443
$20K ﹤0.01%
93
444
$20K ﹤0.01%
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445
$20K ﹤0.01%
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+18
446
$20K ﹤0.01%
369
447
$20K ﹤0.01%
425
+12
448
$20K ﹤0.01%
1,250
449
$20K ﹤0.01%
321
+3
450
$20K ﹤0.01%
132
+19
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18
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