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
451
$15.4K ﹤0.01%
176
-94
452
$15.4K ﹤0.01%
991
+20
453
$15.3K ﹤0.01%
1,250
454
$15.2K ﹤0.01%
209
455
$15K ﹤0.01%
159
456
$15K ﹤0.01%
471
457
$14.9K ﹤0.01%
316
+3
458
$14.9K ﹤0.01%
220
+1
459
$14.9K ﹤0.01%
363
-1,731
460
$14.8K ﹤0.01%
720
461
$14.8K ﹤0.01%
107
462
$14.7K ﹤0.01%
2,706
463
$14.4K ﹤0.01%
97
464
$14.3K ﹤0.01%
82
465
$14.3K ﹤0.01%
784
+1
466
$14.2K ﹤0.01%
364
467
$14.1K ﹤0.01%
2,347
468
$13.9K ﹤0.01%
575
+13
469
$13.9K ﹤0.01%
3,020
+90
470
$13.9K ﹤0.01%
316
471
$13.9K ﹤0.01%
553
472
$13.5K ﹤0.01%
191
473
$13.5K ﹤0.01%
107
474
$13.5K ﹤0.01%
1,185
475
$13.5K ﹤0.01%
157
17 18
19
20 21