SWA
SOA Wealth Advisors Portfolio holdings
AUM
$530M
1-Year Est. Return
19.89%
This Fund
S&P 500
1 Year Est. Return
+19.89%
AUM
$449M
AUM Growth
+$47.1M
(+12%)
Holding
962
Top Buys
| 1 | +$3.3M | |
| 2 | +$1.83M | |
| 3 | +$1.34M | |
| 4 |
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
|
+$307K |
| 5 |
State Street SPDR S&P 500 ESG ETF
EFIV
|
+$239K |
Top Sells
| 1 | +$850K | |
| 2 | +$667K | |
| 3 | +$646K | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$592K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$500K |
Sector Composition
| 1 | Technology | 18.67% |
| 2 | Financials | 5.84% |
| 3 | Consumer Discretionary | 4.18% |
| 4 | Communication Services | 2.34% |
| 5 | Industrials | 1.64% |