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
551
$11K ﹤0.01%
329
552
$11K ﹤0.01%
400
+1
553
$11K ﹤0.01%
29
554
$11K ﹤0.01%
157
+1
555
$11K ﹤0.01%
700
556
$11K ﹤0.01%
+130
557
$11K ﹤0.01%
200
558
$11K ﹤0.01%
82
559
$11K ﹤0.01%
57
560
$11K ﹤0.01%
615
+1
561
$11K ﹤0.01%
169
-163
562
$10K ﹤0.01%
270
563
$10K ﹤0.01%
49
564
$10K ﹤0.01%
41
565
$10K ﹤0.01%
126
566
$10K ﹤0.01%
225
567
$10K ﹤0.01%
94
568
$10K ﹤0.01%
350
569
$10K ﹤0.01%
93
570
$10K ﹤0.01%
90
571
$10K ﹤0.01%
149
572
$10K ﹤0.01%
252
573
$10K ﹤0.01%
78
-260
574
$10K ﹤0.01%
77
575
$10K ﹤0.01%
+100
21 22
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