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
726
$2.21K ﹤0.01%
53
727
$2.2K ﹤0.01%
10
728
$2.2K ﹤0.01%
53
729
$2.19K ﹤0.01%
300
730
$2.19K ﹤0.01%
22
731
$2.18K ﹤0.01%
+32
732
$2.16K ﹤0.01%
33
733
$2.15K ﹤0.01%
38
734
$2.07K ﹤0.01%
18
735
$2.06K ﹤0.01%
150
736
$2.04K ﹤0.01%
28
-14
737
$2K ﹤0.01%
36
738
$1.97K ﹤0.01%
71
+2
739
$1.97K ﹤0.01%
122
740
$1.96K ﹤0.01%
35
+1
741
$1.96K ﹤0.01%
8
742
$1.94K ﹤0.01%
62
743
$1.9K ﹤0.01%
100
744
$1.89K ﹤0.01%
66
-16
745
$1.86K ﹤0.01%
100
746
$1.82K ﹤0.01%
13
747
$1.8K ﹤0.01%
400
748
$1.79K ﹤0.01%
40
+1
749
$1.74K ﹤0.01%
13
750
$1.74K ﹤0.01%
174
28 29
30
31 32