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
526
$13K ﹤0.01%
210
+1
527
$13K ﹤0.01%
40
528
$13K ﹤0.01%
180
529
$13K ﹤0.01%
63
530
$12K ﹤0.01%
300
531
$12K ﹤0.01%
187
532
$12K ﹤0.01%
55
533
$12K ﹤0.01%
140
534
$12K ﹤0.01%
524
+8
535
$12K ﹤0.01%
81
536
$12K ﹤0.01%
39
537
$12K ﹤0.01%
32
538
$12K ﹤0.01%
138
539
$12K ﹤0.01%
784
+8
540
$12K ﹤0.01%
190
541
$12K ﹤0.01%
707
542
$12K ﹤0.01%
299
543
$12K ﹤0.01%
553
544
$12K ﹤0.01%
57
545
$11K ﹤0.01%
261
+4
546
$11K ﹤0.01%
66
547
$11K ﹤0.01%
231
548
$11K ﹤0.01%
113
-103
549
$11K ﹤0.01%
50
550
$11K ﹤0.01%
32
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