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
701
$4K ﹤0.01%
34
702
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703
$4K ﹤0.01%
483
704
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705
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230
706
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707
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-18
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709
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710
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38
711
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+76
712
$4K ﹤0.01%
1,045
713
$3K ﹤0.01%
174
714
$3K ﹤0.01%
30
715
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34
716
$3K ﹤0.01%
44
717
$3K ﹤0.01%
88
718
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51
719
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720
$3K ﹤0.01%
+46
721
$3K ﹤0.01%
28
722
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723
$3K ﹤0.01%
8
724
$3K ﹤0.01%
63
725
$3K ﹤0.01%
30
27 28
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30 31