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
601
$10K ﹤0.01%
307
602
$10K ﹤0.01%
672
603
$9K ﹤0.01%
58
604
$9K ﹤0.01%
+1,400
605
$9K ﹤0.01%
13
606
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607
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608
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609
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+1
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$9K ﹤0.01%
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611
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90
612
$9K ﹤0.01%
923
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$9K ﹤0.01%
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614
$9K ﹤0.01%
138
-350
615
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399
-5
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$9K ﹤0.01%
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617
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618
$8K ﹤0.01%
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619
$8K ﹤0.01%
529
+6
620
$8K ﹤0.01%
279
+5
621
$8K ﹤0.01%
350
622
$8K ﹤0.01%
112
623
$8K ﹤0.01%
118
-1
624
$8K ﹤0.01%
108
+1
625
$8K ﹤0.01%
+177
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