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
576
$10K ﹤0.01%
110
+99
577
$10K ﹤0.01%
233
578
$10K ﹤0.01%
56
579
$10K ﹤0.01%
85
580
$10K ﹤0.01%
33
-7
581
$9K ﹤0.01%
+900
582
$9K ﹤0.01%
58
583
$9K ﹤0.01%
90
584
$9K ﹤0.01%
13
585
$9K ﹤0.01%
100
-450
586
$9K ﹤0.01%
1,798
587
$9K ﹤0.01%
271
588
$9K ﹤0.01%
130
589
$9K ﹤0.01%
118
590
$9K ﹤0.01%
195
-11
591
$9K ﹤0.01%
364
592
$9K ﹤0.01%
939
+16
593
$9K ﹤0.01%
317
-100
594
$9K ﹤0.01%
177
595
$9K ﹤0.01%
201
596
$8K ﹤0.01%
284
+5
597
$8K ﹤0.01%
2,020
598
$8K ﹤0.01%
52
599
$8K ﹤0.01%
300
+3
600
$8K ﹤0.01%
82
22 23
24
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