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
651
$6K ﹤0.01%
111
+2
652
$6K ﹤0.01%
218
+4
653
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75
654
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100
-400
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32
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75
658
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659
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-2
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23
661
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662
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-5
663
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664
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98
+57
665
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296
+2
666
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93
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25
668
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669
$6K ﹤0.01%
81
670
$6K ﹤0.01%
111
671
$6K ﹤0.01%
7,143
672
$6K ﹤0.01%
+100
673
$6K ﹤0.01%
109
-1
674
$6K ﹤0.01%
81
+5
675
$6K ﹤0.01%
516
+9
25 26
27
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