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
751
$3K ﹤0.01%
254
752
$3K ﹤0.01%
160
753
$3K ﹤0.01%
92
754
$3K ﹤0.01%
75
755
$3K ﹤0.01%
150
+2
756
$3K ﹤0.01%
222
757
$3K ﹤0.01%
51
758
$3K ﹤0.01%
90
759
$2K ﹤0.01%
155
760
$2K ﹤0.01%
160
761
$2K ﹤0.01%
55
762
$2K ﹤0.01%
31
763
$2K ﹤0.01%
22
764
$2K ﹤0.01%
9
765
$2K ﹤0.01%
18
766
$2K ﹤0.01%
224
+4
767
$2K ﹤0.01%
100
768
$2K ﹤0.01%
19
769
$2K ﹤0.01%
79
-53
770
$2K ﹤0.01%
21
771
$2K ﹤0.01%
8
772
$2K ﹤0.01%
+8
773
$2K ﹤0.01%
400
774
$2K ﹤0.01%
32
775
$2K ﹤0.01%
10
29 30
31
32 33