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
476
$13.4K ﹤0.01%
52
477
$13.4K ﹤0.01%
62
478
$13.4K ﹤0.01%
242
+3
479
$13.4K ﹤0.01%
326
-12
480
$13.1K ﹤0.01%
172
-1
481
$13.1K ﹤0.01%
400
482
$13.1K ﹤0.01%
261
483
$13.1K ﹤0.01%
205
-3
484
$13K ﹤0.01%
260
485
$13K ﹤0.01%
367
486
$13K ﹤0.01%
1,167
-80
487
$12.8K ﹤0.01%
364
488
$12.6K ﹤0.01%
327
489
$12.6K ﹤0.01%
144
490
$12.5K ﹤0.01%
200
491
$12.4K ﹤0.01%
213
+1
492
$12.4K ﹤0.01%
187
493
$12.3K ﹤0.01%
3,231
494
$12.2K ﹤0.01%
774
495
$12.1K ﹤0.01%
1,075
+23
496
$12.1K ﹤0.01%
55
-5
497
$12.1K ﹤0.01%
366
-217
498
$12K ﹤0.01%
1,022
499
$12K ﹤0.01%
307
500
$11.9K ﹤0.01%
350
18 19
20
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