SWA

SOA Wealth Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
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 +$1.46M
2 +$1.13M
3 +$989K
4
DVY icon
iShares Select Dividend ETF
DVY
+$908K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$725K

Top Sells

1 +$4.05M
2 +$2.88M
3 +$1.71M
4
ZM icon
Zoom
ZM
+$1.2M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.08M

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
626
$7K ﹤0.01%
155
+73
627
$7K ﹤0.01%
982
628
$7K ﹤0.01%
195
+2
629
$7K ﹤0.01%
81
630
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1,451
631
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223
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$6K ﹤0.01%
75
633
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635
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636
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637
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638
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82
639
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400
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5
641
$6K ﹤0.01%
173
642
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299
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645
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+17
646
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73
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647
$6K ﹤0.01%
185
+1
648
$6K ﹤0.01%
209
649
$5K ﹤0.01%
221
650
$5K ﹤0.01%
84