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
$367M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$25.5M
3 +$19.2M
4
AMZN icon
Amazon
AMZN
+$13.6M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$12.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Consumer Discretionary 6.95%
3 Financials 4.6%
4 Communication Services 4.17%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$7K ﹤0.01%
+1,045
577
$6K ﹤0.01%
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578
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583
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+423