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
526
$14K ﹤0.01%
+307
527
$14K ﹤0.01%
108
528
$14K ﹤0.01%
265
+4
529
$14K ﹤0.01%
90
530
$14K ﹤0.01%
67
531
$13K ﹤0.01%
2,347
532
$13K ﹤0.01%
300
533
$13K ﹤0.01%
59
534
$13K ﹤0.01%
102
535
$13K ﹤0.01%
364
536
$13K ﹤0.01%
158
+1
537
$13K ﹤0.01%
121
538
$13K ﹤0.01%
210
539
$13K ﹤0.01%
187
540
$13K ﹤0.01%
+125
541
$13K ﹤0.01%
1,270
-22
542
$13K ﹤0.01%
240
543
$13K ﹤0.01%
169
544
$12K ﹤0.01%
195
545
$12K ﹤0.01%
187
546
$12K ﹤0.01%
233
+2
547
$12K ﹤0.01%
1,000
548
$12K ﹤0.01%
225
549
$12K ﹤0.01%
140
550
$12K ﹤0.01%
197
20 21
22
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