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
676
$5K ﹤0.01%
22
677
$5K ﹤0.01%
258
678
$5K ﹤0.01%
100
679
$5K ﹤0.01%
319
680
$4K ﹤0.01%
41
-280
681
$4K ﹤0.01%
+203
682
$4K ﹤0.01%
2
683
$4K ﹤0.01%
60
-15
684
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102
+1
685
$4K ﹤0.01%
45
686
$4K ﹤0.01%
37
687
$4K ﹤0.01%
+200
688
$4K ﹤0.01%
44
689
$4K ﹤0.01%
463
690
$4K ﹤0.01%
293
+172
691
$4K ﹤0.01%
140
692
$4K ﹤0.01%
38
693
$4K ﹤0.01%
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694
$4K ﹤0.01%
95
695
$4K ﹤0.01%
30
696
$4K ﹤0.01%
42
697
$4K ﹤0.01%
299
698
$4K ﹤0.01%
+163
699
$4K ﹤0.01%
246
-186
700
$4K ﹤0.01%
41
26 27
28
29 30