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
$413M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.13M
3
+$989K
4
DVY icon
iShares Select Dividend ETF
DVY
+$908K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$725K

Top Sells

1
+$4.05M
2
+$2.88M
3
+$1.71M
4
ZM icon
Zoom
ZM
+$1.2M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.08M

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
551
$11K ﹤0.01%
50
552
$11K ﹤0.01%
32
553
$11K ﹤0.01%
329
554
$11K ﹤0.01%
400
+1
555
$11K ﹤0.01%
29
556
$11K ﹤0.01%
157
+1
557
$11K ﹤0.01%
700
558
$11K ﹤0.01%
+130
559
$11K ﹤0.01%
200
560
$11K ﹤0.01%
82
561
$11K ﹤0.01%
169
-163
562
$10K ﹤0.01%
77
563
$10K ﹤0.01%
+100
564
$10K ﹤0.01%
110
+99
565
$10K ﹤0.01%
270
566
$10K ﹤0.01%
49
567
$10K ﹤0.01%
41
568
$10K ﹤0.01%
126
569
$10K ﹤0.01%
225
570
$10K ﹤0.01%
94
571
$10K ﹤0.01%
350
572
$10K ﹤0.01%
93
573
$10K ﹤0.01%
90
574
$10K ﹤0.01%
149
575
$10K ﹤0.01%
252
21 22
23
24 25