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
501
$15K ﹤0.01%
977
502
$15K ﹤0.01%
55
-20
503
$15K ﹤0.01%
333
504
$15K ﹤0.01%
78
505
$15K ﹤0.01%
77
+24
506
$15K ﹤0.01%
222
+2
507
$15K ﹤0.01%
164
+31
508
$14K ﹤0.01%
244
509
$14K ﹤0.01%
195
510
$14K ﹤0.01%
650
511
$14K ﹤0.01%
157
512
$14K ﹤0.01%
573
-20
513
$14K ﹤0.01%
543
+8
514
$14K ﹤0.01%
222
+3
515
$14K ﹤0.01%
191
516
$14K ﹤0.01%
+429
517
$14K ﹤0.01%
261
+3
518
$14K ﹤0.01%
71
519
$13K ﹤0.01%
51
520
$13K ﹤0.01%
260
521
$13K ﹤0.01%
2,347
522
$13K ﹤0.01%
158
523
$13K ﹤0.01%
307
+1
524
$13K ﹤0.01%
121
525
$13K ﹤0.01%
115
19 20
21
22 23