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
701
$2.77K ﹤0.01%
+60
702
$2.76K ﹤0.01%
12
-2
703
$2.69K ﹤0.01%
46
+1
704
$2.67K ﹤0.01%
22
705
$2.65K ﹤0.01%
15
706
$2.6K ﹤0.01%
+109
707
$2.58K ﹤0.01%
33
708
$2.57K ﹤0.01%
110
709
$2.52K ﹤0.01%
254
710
$2.51K ﹤0.01%
95
711
$2.51K ﹤0.01%
49
712
$2.47K ﹤0.01%
61
+2
713
$2.46K ﹤0.01%
10
714
$2.45K ﹤0.01%
34
715
$2.43K ﹤0.01%
100
716
$2.42K ﹤0.01%
152
+4
717
$2.37K ﹤0.01%
100
718
$2.36K ﹤0.01%
63
719
$2.35K ﹤0.01%
463
720
$2.33K ﹤0.01%
56
-3
721
$2.29K ﹤0.01%
160
722
$2.26K ﹤0.01%
55
723
$2.25K ﹤0.01%
104
724
$2.24K ﹤0.01%
12
-1
725
$2.21K ﹤0.01%
62
27 28
29
30 31