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
$390M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.16M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$592K

Top Sells

1
+$453K
2
+$297K
3
+$283K
4
CYBR icon
CyberArk
CYBR
+$265K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$209K

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 6.89%
3 Financials 6.56%
4 Communication Services 4.55%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
133
-1
527
$13K ﹤0.01%
756
+9
528
$13K ﹤0.01%
195
+3
529
$13K ﹤0.01%
102
-1
530
$13K ﹤0.01%
57
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531
$13K ﹤0.01%
+650
532
$13K ﹤0.01%
225
-50
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$13K ﹤0.01%
47
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534
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535
$13K ﹤0.01%
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-4
536
$13K ﹤0.01%
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-500
537
$13K ﹤0.01%
78
538
$13K ﹤0.01%
258
+3
539
$13K ﹤0.01%
614
-1
540
$13K ﹤0.01%
+700
541
$13K ﹤0.01%
71
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542
$12K ﹤0.01%
307
543
$12K ﹤0.01%
158
544
$12K ﹤0.01%
306
+5
545
$12K ﹤0.01%
516
+7
546
$12K ﹤0.01%
32
-755
547
$12K ﹤0.01%
252
-400
548
$12K ﹤0.01%
776
+8
549
$12K ﹤0.01%
150
-50
550
$12K ﹤0.01%
417
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