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
$367M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$25.5M
3 +$19.2M
4
AMZN icon
Amazon
AMZN
+$13.6M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$12.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Consumer Discretionary 6.95%
3 Financials 4.6%
4 Communication Services 4.17%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
+245
527
$9K ﹤0.01%
+225
528
$9K ﹤0.01%
+177
529
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530
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531
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532
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+87
533
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534
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535
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536
$9K ﹤0.01%
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537
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538
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540
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541
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542
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+1,750
543
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+31
545
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+187
546
$8K ﹤0.01%
+518
547
$8K ﹤0.01%
+517
548
$8K ﹤0.01%
+123
549
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+107
550
$8K ﹤0.01%
+364