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
651
$5K ﹤0.01%
41
652
$5K ﹤0.01%
+200
653
$5K ﹤0.01%
100
654
$5K ﹤0.01%
262
+5
655
$5K ﹤0.01%
36
-500
656
$5K ﹤0.01%
500
657
$5K ﹤0.01%
86
658
$5K ﹤0.01%
201
+1
659
$5K ﹤0.01%
41
660
$5K ﹤0.01%
221
661
$5K ﹤0.01%
84
662
$5K ﹤0.01%
25
663
$5K ﹤0.01%
123
664
$5K ﹤0.01%
49
665
$5K ﹤0.01%
9
666
$5K ﹤0.01%
608
-1,800
667
$5K ﹤0.01%
76
668
$5K ﹤0.01%
185
669
$5K ﹤0.01%
804
-112
670
$5K ﹤0.01%
187
671
$5K ﹤0.01%
14
672
$5K ﹤0.01%
98
673
$5K ﹤0.01%
30
674
$5K ﹤0.01%
109
675
$5K ﹤0.01%
103
25 26
27
28 29