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
551
$12K ﹤0.01%
700
552
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+1
553
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115
+49
554
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203
-25
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209
556
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40
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63
558
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553
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85
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40
-9
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$11K ﹤0.01%
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564
$11K ﹤0.01%
41
565
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84
566
$11K ﹤0.01%
+1,798
567
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225
568
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569
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93
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570
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571
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32
-1
572
$11K ﹤0.01%
51
573
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190
-490
574
$11K ﹤0.01%
50
575
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200
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