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
476
$18K ﹤0.01%
159
477
$18K ﹤0.01%
593
+10
478
$18K ﹤0.01%
232
479
$17K ﹤0.01%
254
+35
480
$17K ﹤0.01%
162
481
$17K ﹤0.01%
113
+19
482
$17K ﹤0.01%
254
+4
483
$17K ﹤0.01%
1,308
-57
484
$16K ﹤0.01%
330
-10
485
$16K ﹤0.01%
2,020
486
$16K ﹤0.01%
108
487
$16K ﹤0.01%
82
-2
488
$16K ﹤0.01%
128
489
$16K ﹤0.01%
774
490
$16K ﹤0.01%
260
+1
491
$16K ﹤0.01%
100
492
$16K ﹤0.01%
640
493
$16K ﹤0.01%
333
+2
494
$16K ﹤0.01%
533
-100
495
$16K ﹤0.01%
73
-9
496
$16K ﹤0.01%
240
497
$15K ﹤0.01%
2,347
498
$15K ﹤0.01%
316
499
$15K ﹤0.01%
237
+15
500
$15K ﹤0.01%
133
+26
18 19
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