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
676
$6K ﹤0.01%
423
677
$5K ﹤0.01%
213
678
$5K ﹤0.01%
41
679
$5K ﹤0.01%
500
680
$5K ﹤0.01%
73
681
$5K ﹤0.01%
86
682
$5K ﹤0.01%
463
683
$5K ﹤0.01%
200
+2
684
$5K ﹤0.01%
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685
$5K ﹤0.01%
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686
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116
-4
687
$5K ﹤0.01%
49
688
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+5
689
$5K ﹤0.01%
9
690
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82
-224
691
$5K ﹤0.01%
76
692
$5K ﹤0.01%
185
693
$5K ﹤0.01%
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694
$5K ﹤0.01%
14
695
$5K ﹤0.01%
+98
696
$5K ﹤0.01%
103
697
$5K ﹤0.01%
+400
698
$5K ﹤0.01%
100
699
$5K ﹤0.01%
319
+310
700
$4K ﹤0.01%
1,045
26 27
28
29 30