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
451
$20K ﹤0.01%
334
452
$20K ﹤0.01%
460
+1
453
$19K ﹤0.01%
79
454
$19K ﹤0.01%
93
+37
455
$19K ﹤0.01%
396
456
$19K ﹤0.01%
82
457
$19K ﹤0.01%
162
458
$18K ﹤0.01%
774
459
$18K ﹤0.01%
254
460
$18K ﹤0.01%
255
-5
461
$18K ﹤0.01%
232
462
$18K ﹤0.01%
1,752
463
$18K ﹤0.01%
254
464
$18K ﹤0.01%
79
465
$18K ﹤0.01%
240
466
$17K ﹤0.01%
237
467
$17K ﹤0.01%
59
468
$17K ﹤0.01%
471
469
$17K ﹤0.01%
102
470
$17K ﹤0.01%
197
471
$17K ﹤0.01%
462
472
$17K ﹤0.01%
+816
473
$17K ﹤0.01%
85
474
$17K ﹤0.01%
75
475
$17K ﹤0.01%
1,292
-16
17 18
19
20 21