SWA

SOA Wealth Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
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 +$32.2M
2 +$18M
3 +$17.4M
4
AMZN icon
Amazon
AMZN
+$13.2M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$11.7M

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
551
$8K ﹤0.01%
+517
552
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559
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566
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567
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+1,438
568
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569
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571
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572
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573
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574
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+49
575
$7K ﹤0.01%
+681