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
$367M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$25.5M
3
+$19.2M
4
AMZN icon
Amazon
AMZN
+$13.6M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$12.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Consumer Discretionary 6.95%
3 Financials 4.6%
4 Communication Services 4.17%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
+7
727
$1K ﹤0.01%
+29
728
$1K ﹤0.01%
+108
729
$1K ﹤0.01%
+16
730
$1K ﹤0.01%
+12
731
$1K ﹤0.01%
+18
732
$1K ﹤0.01%
+45
733
$1K ﹤0.01%
+206
734
$1K ﹤0.01%
+13
735
$1K ﹤0.01%
+32
736
$1K ﹤0.01%
+62
737
$1K ﹤0.01%
+257
738
$1K ﹤0.01%
+11
739
$1K ﹤0.01%
+63
740
$1K ﹤0.01%
+80
741
$1K ﹤0.01%
+54
742
$1K ﹤0.01%
+2
743
$1K ﹤0.01%
+57
744
$1K ﹤0.01%
+211
745
$1K ﹤0.01%
+78
746
$1K ﹤0.01%
+12
747
$1K ﹤0.01%
+13
748
$1K ﹤0.01%
+31
749
$1K ﹤0.01%
+26
750
$1K ﹤0.01%
+500
28 29
30
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