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
$372M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$2.23M
3
+$1.72M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.21M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$866K

Top Sells

1
+$3.48M
2
+$1.41M
3
+$1.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$785K
5
AAPL icon
Apple
AAPL
+$665K

Sector Composition

1 Technology 16.21%
2 Financials 6.13%
3 Consumer Discretionary 4.12%
4 Communication Services 2.51%
5 Real Estate 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17.8K ﹤0.01%
1,500
427
$17.5K ﹤0.01%
111
428
$17.5K ﹤0.01%
2,256
+25
429
$17.4K ﹤0.01%
760
+2
430
$17.4K ﹤0.01%
363
431
$17.2K ﹤0.01%
327
+3
432
$17.2K ﹤0.01%
416
433
$17.2K ﹤0.01%
524
434
$17.1K ﹤0.01%
91
435
$16.9K ﹤0.01%
267
+4
436
$16.9K ﹤0.01%
201
437
$16.8K ﹤0.01%
336
+1
438
$16.7K ﹤0.01%
161
+1
439
$16.7K ﹤0.01%
1,111
+22
440
$16.6K ﹤0.01%
600
441
$16.4K ﹤0.01%
1,640
442
$16.1K ﹤0.01%
796
443
$16.1K ﹤0.01%
229
+3
444
$16K ﹤0.01%
107
+7
445
$16K ﹤0.01%
206
-1
446
$15.9K ﹤0.01%
280
+5
447
$15.9K ﹤0.01%
231
+3
448
$15.7K ﹤0.01%
311
449
$15.7K ﹤0.01%
100
450
$15.6K ﹤0.01%
110
16 17
18
19 20