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
576
$6.57K ﹤0.01%
310
+8
577
$6.54K ﹤0.01%
58
578
$6.53K ﹤0.01%
114
-18
579
$6.53K ﹤0.01%
729
-50
580
$6.5K ﹤0.01%
+125
581
$6.43K ﹤0.01%
375
582
$6.41K ﹤0.01%
1,635
+1,575
583
$6.36K ﹤0.01%
93
584
$6.35K ﹤0.01%
83
-7
585
$6.3K ﹤0.01%
726
+7
586
$6.26K ﹤0.01%
82
587
$6.24K ﹤0.01%
226
-2
588
$6.23K ﹤0.01%
200
589
$6.22K ﹤0.01%
51
-4
590
$6.16K ﹤0.01%
41
591
$6.16K ﹤0.01%
50
592
$6.1K ﹤0.01%
13
593
$6.07K ﹤0.01%
560
+16
594
$6K ﹤0.01%
32
-3
595
$5.99K ﹤0.01%
56
-9
596
$5.98K ﹤0.01%
160
-7
597
$5.94K ﹤0.01%
187
598
$5.87K ﹤0.01%
46
599
$5.86K ﹤0.01%
242
600
$5.85K ﹤0.01%
169
22 23
24
25 26