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
$410M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.79M
3
+$3.77M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
XYZ
Block Inc
XYZ
+$1.5M

Top Sells

1
+$2.61M
2
+$2.53M
3
+$1.09M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$597K
5
ARKK icon
ARK Innovation ETF
ARKK
+$596K

Sector Composition

1 Technology 21.43%
2 Financials 6.29%
3 Consumer Discretionary 5.95%
4 Communication Services 3.56%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$16K ﹤0.01%
79
502
$16K ﹤0.01%
224
+2
503
$16K ﹤0.01%
+325
504
$16K ﹤0.01%
432
505
$16K ﹤0.01%
3,231
506
$16K ﹤0.01%
157
507
$16K ﹤0.01%
400
508
$16K ﹤0.01%
247
+3
509
$16K ﹤0.01%
65
510
$16K ﹤0.01%
764
511
$15K ﹤0.01%
79
+1
512
$15K ﹤0.01%
+250
513
$15K ﹤0.01%
82
514
$15K ﹤0.01%
102
515
$15K ﹤0.01%
938
+15
516
$15K ﹤0.01%
237
517
$14K ﹤0.01%
77
518
$14K ﹤0.01%
254
519
$14K ﹤0.01%
191
520
$14K ﹤0.01%
+850
521
$14K ﹤0.01%
547
+4
522
$14K ﹤0.01%
186
523
$14K ﹤0.01%
93
524
$14K ﹤0.01%
1,008
+31
525
$14K ﹤0.01%
141
19 20
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