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
51
$1.69M 0.43%
6,522
+6
52
$1.65M 0.42%
22,699
+33
53
$1.58M 0.41%
8,683
+48
54
$1.53M 0.39%
9,497
+538
55
$1.49M 0.38%
14,476
-440
56
$1.48M 0.38%
5,641
-213
57
$1.4M 0.36%
8,895
-1,680
58
$1.4M 0.36%
71,721
-3,922
59
$1.29M 0.33%
2,118
-1
60
$1.28M 0.33%
7,673
+9
61
$1.26M 0.32%
25,116
-1,650
62
$1.26M 0.32%
3,718
-24
63
$1.21M 0.31%
12,857
64
$1.08M 0.28%
3,671
+437
65
$1.06M 0.27%
19,140
-25
66
$983K 0.25%
2,451
-72
67
$949K 0.24%
2,892
+893
68
$879K 0.23%
6,048
69
$877K 0.22%
17,775
+282
70
$868K 0.22%
14,244
71
$842K 0.22%
15,585
+3,504
72
$826K 0.21%
2,757
73
$801K 0.21%
15,752
-1,876
74
$790K 0.2%
5,651
+240
75
$777K 0.2%
18,324
+6
1 2
3
4 5