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
551
$12K ﹤0.01%
158
552
$12K ﹤0.01%
311
+4
553
$12K ﹤0.01%
81
554
$12K ﹤0.01%
329
555
$12K ﹤0.01%
128
556
$12K ﹤0.01%
650
557
$12K ﹤0.01%
318
558
$12K ﹤0.01%
51
559
$12K ﹤0.01%
400
560
$12K ﹤0.01%
29
561
$12K ﹤0.01%
77
562
$12K ﹤0.01%
190
563
$12K ﹤0.01%
130
564
$11K ﹤0.01%
231
565
$11K ﹤0.01%
504
+4
566
$11K ﹤0.01%
55
567
$11K ﹤0.01%
300
568
$11K ﹤0.01%
82
569
$11K ﹤0.01%
533
+9
570
$11K ﹤0.01%
195
571
$11K ﹤0.01%
816
572
$11K ﹤0.01%
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573
$11K ﹤0.01%
58
+1
574
$11K ﹤0.01%
173
575
$11K ﹤0.01%
573
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