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
$390M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.16M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$592K

Top Sells

1
+$453K
2
+$297K
3
+$283K
4
CYBR icon
CyberArk
CYBR
+$265K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$209K

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 6.89%
3 Financials 6.56%
4 Communication Services 4.55%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K ﹤0.01%
233
577
$11K ﹤0.01%
+180
578
$11K ﹤0.01%
1,451
579
$10K ﹤0.01%
270
580
$10K ﹤0.01%
49
581
$10K ﹤0.01%
187
582
$10K ﹤0.01%
257
+4
583
$10K ﹤0.01%
66
+49
584
$10K ﹤0.01%
+231
585
$10K ﹤0.01%
50
586
$10K ﹤0.01%
271
+6
587
$10K ﹤0.01%
56
+41
588
$10K ﹤0.01%
81
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589
$10K ﹤0.01%
206
+168
590
$10K ﹤0.01%
149
-13
591
$10K ﹤0.01%
395
592
$10K ﹤0.01%
29
593
$10K ﹤0.01%
77
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594
$10K ﹤0.01%
432
595
$10K ﹤0.01%
156
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596
$10K ﹤0.01%
916
597
$10K ﹤0.01%
82
598
$10K ﹤0.01%
57
599
$10K ﹤0.01%
1,730
600
$10K ﹤0.01%
56
22 23
24
25 26