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
$372M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$2.23M
3
+$1.72M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.21M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$866K

Top Sells

1
+$3.48M
2
+$1.41M
3
+$1.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$785K
5
AAPL icon
Apple
AAPL
+$665K

Sector Composition

1 Technology 16.21%
2 Financials 6.13%
3 Consumer Discretionary 4.12%
4 Communication Services 2.51%
5 Real Estate 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.21K ﹤0.01%
278
-330
552
$8.19K ﹤0.01%
142
+7
553
$8.08K ﹤0.01%
1,020
+26
554
$8.05K ﹤0.01%
201
555
$7.97K ﹤0.01%
155
556
$7.97K ﹤0.01%
94
557
$7.9K ﹤0.01%
138
-4
558
$7.77K ﹤0.01%
145
-22
559
$7.71K ﹤0.01%
94
-1
560
$7.63K ﹤0.01%
51
561
$7.59K ﹤0.01%
199
+2
562
$7.58K ﹤0.01%
57
+1
563
$7.53K ﹤0.01%
226
564
$7.39K ﹤0.01%
299
565
$7.38K ﹤0.01%
22
-3
566
$7.31K ﹤0.01%
130
567
$7.08K ﹤0.01%
25
568
$7.07K ﹤0.01%
177
569
$6.89K ﹤0.01%
90
570
$6.89K ﹤0.01%
48
-132
571
$6.77K ﹤0.01%
39
572
$6.69K ﹤0.01%
+75
573
$6.66K ﹤0.01%
69
574
$6.59K ﹤0.01%
5
575
$6.58K ﹤0.01%
1,200
21 22
23
24 25