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
$372M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$2.23M
3
+$1.72M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.21M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$866K

Top Sells

1
+$3.48M
2
+$1.41M
3
+$1.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$785K
5
AAPL icon
Apple
AAPL
+$665K

Sector Composition

1 Technology 16.21%
2 Financials 6.13%
3 Consumer Discretionary 4.12%
4 Communication Services 2.51%
5 Real Estate 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.36K ﹤0.01%
10
677
$3.26K ﹤0.01%
75
+1
678
$3.25K ﹤0.01%
28
679
$3.22K ﹤0.01%
400
680
$3.21K ﹤0.01%
8
681
$3.16K ﹤0.01%
223
+1
682
$3.13K ﹤0.01%
40
683
$3.05K ﹤0.01%
123
684
$3.03K ﹤0.01%
301
685
$3.01K ﹤0.01%
163
686
$2.99K ﹤0.01%
41
687
$2.99K ﹤0.01%
44
688
$2.97K ﹤0.01%
213
689
$2.97K ﹤0.01%
33
+1
690
$2.97K ﹤0.01%
1,076
691
$2.95K ﹤0.01%
114
692
$2.94K ﹤0.01%
35
693
$2.94K ﹤0.01%
21
-7
694
$2.93K ﹤0.01%
209
695
$2.9K ﹤0.01%
190
696
$2.88K ﹤0.01%
170
697
$2.83K ﹤0.01%
281
+4
698
$2.81K ﹤0.01%
325
699
$2.79K ﹤0.01%
36
-133
700
$2.78K ﹤0.01%
533
26 27
28
29 30