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
751
$3K ﹤0.01%
44
-1
752
$3K ﹤0.01%
233
753
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44
754
$3K ﹤0.01%
75
+6
755
$3K ﹤0.01%
572
756
$3K ﹤0.01%
+100
757
$3K ﹤0.01%
600
758
$3K ﹤0.01%
42
759
$3K ﹤0.01%
155
760
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58
761
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125
762
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51
-1
763
$3K ﹤0.01%
98
+4
764
$3K ﹤0.01%
18
765
$3K ﹤0.01%
325
766
$3K ﹤0.01%
160
767
$3K ﹤0.01%
16
+1
768
$3K ﹤0.01%
300
769
$3K ﹤0.01%
71
+1
770
$3K ﹤0.01%
7
771
$3K ﹤0.01%
90
772
$3K ﹤0.01%
38
773
$3K ﹤0.01%
254
774
$3K ﹤0.01%
160
775
$2K ﹤0.01%
10
29 30
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32 33