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
726
$4K ﹤0.01%
123
+1
727
$4K ﹤0.01%
+30
728
$4K ﹤0.01%
28
729
$4K ﹤0.01%
258
730
$4K ﹤0.01%
51
731
$4K ﹤0.01%
200
732
$4K ﹤0.01%
1,045
733
$3K ﹤0.01%
22
734
$3K ﹤0.01%
30
735
$3K ﹤0.01%
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736
$3K ﹤0.01%
250
737
$3K ﹤0.01%
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738
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739
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92
+2
740
$3K ﹤0.01%
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741
$3K ﹤0.01%
90
742
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2
743
$3K ﹤0.01%
+34
744
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44
745
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746
$3K ﹤0.01%
51
747
$3K ﹤0.01%
25
748
$3K ﹤0.01%
38
749
$3K ﹤0.01%
+8
750
$3K ﹤0.01%
63
28 29
30
31 32