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
726
$3K ﹤0.01%
174
727
$3K ﹤0.01%
30
728
$3K ﹤0.01%
34
729
$3K ﹤0.01%
44
730
$3K ﹤0.01%
88
731
$3K ﹤0.01%
51
732
$3K ﹤0.01%
139
733
$3K ﹤0.01%
28
734
$3K ﹤0.01%
25
735
$3K ﹤0.01%
8
736
$3K ﹤0.01%
63
737
$3K ﹤0.01%
26
738
$3K ﹤0.01%
84
739
$3K ﹤0.01%
58
740
$3K ﹤0.01%
125
741
$3K ﹤0.01%
51
742
$3K ﹤0.01%
19
743
$3K ﹤0.01%
31
744
$3K ﹤0.01%
98
745
$3K ﹤0.01%
18
746
$3K ﹤0.01%
325
747
$3K ﹤0.01%
78
-125
748
$3K ﹤0.01%
16
749
$3K ﹤0.01%
71
750
$3K ﹤0.01%
7,143
28 29
30
31 32