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
476
$17K ﹤0.01%
73
477
$16K ﹤0.01%
764
+8
478
$16K ﹤0.01%
195
479
$16K ﹤0.01%
65
480
$16K ﹤0.01%
231
481
$16K ﹤0.01%
316
482
$16K ﹤0.01%
67
483
$16K ﹤0.01%
90
484
$16K ﹤0.01%
923
+14
485
$16K ﹤0.01%
108
486
$16K ﹤0.01%
128
487
$16K ﹤0.01%
186
488
$16K ﹤0.01%
432
489
$16K ﹤0.01%
640
490
$16K ﹤0.01%
47
491
$16K ﹤0.01%
187
492
$15K ﹤0.01%
1,640
493
$15K ﹤0.01%
133
494
$15K ﹤0.01%
+500
495
$15K ﹤0.01%
400
496
$15K ﹤0.01%
102
497
$15K ﹤0.01%
57
498
$15K ﹤0.01%
141
499
$15K ﹤0.01%
97
-150
500
$15K ﹤0.01%
318
18 19
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