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
626
$7K ﹤0.01%
25
627
$7K ﹤0.01%
982
628
$7K ﹤0.01%
195
+2
629
$7K ﹤0.01%
81
630
$7K ﹤0.01%
1,451
631
$7K ﹤0.01%
223
+2
632
$6K ﹤0.01%
600
633
$6K ﹤0.01%
196
+17
634
$6K ﹤0.01%
75
635
$6K ﹤0.01%
73
636
$6K ﹤0.01%
60
637
$6K ﹤0.01%
33
638
$6K ﹤0.01%
5
639
$6K ﹤0.01%
173
640
$6K ﹤0.01%
393
641
$6K ﹤0.01%
299
+3
642
$6K ﹤0.01%
73
+1
643
$6K ﹤0.01%
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644
$6K ﹤0.01%
93
645
$6K ﹤0.01%
82
646
$6K ﹤0.01%
400
647
$6K ﹤0.01%
185
+1
648
$6K ﹤0.01%
209
649
$5K ﹤0.01%
213
650
$5K ﹤0.01%
111
24 25
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