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
601
$5.82K ﹤0.01%
+800
602
$5.79K ﹤0.01%
32
-1
603
$5.75K ﹤0.01%
23
+1
604
$5.71K ﹤0.01%
75
605
$5.68K ﹤0.01%
240
606
$5.68K ﹤0.01%
11
-2
607
$5.65K ﹤0.01%
58
608
$5.64K ﹤0.01%
70
609
$5.64K ﹤0.01%
200
610
$5.59K ﹤0.01%
56
611
$5.58K ﹤0.01%
198
+16
612
$5.58K ﹤0.01%
246
-242
613
$5.49K ﹤0.01%
461
-49
614
$5.49K ﹤0.01%
1,765
615
$5.43K ﹤0.01%
185
616
$5.38K ﹤0.01%
161
+3
617
$5.31K ﹤0.01%
30
618
$5.28K ﹤0.01%
71
-20
619
$5.27K ﹤0.01%
232
+17
620
$5.24K ﹤0.01%
348
621
$5.21K ﹤0.01%
84
622
$5.14K ﹤0.01%
462
-10
623
$5K ﹤0.01%
300
624
$4.97K ﹤0.01%
38
625
$4.95K ﹤0.01%
110
+1
23 24
25
26 27