SWA

SOA Wealth Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
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
+$1.46M
2
+$1.13M
3
+$989K
4
DVY icon
iShares Select Dividend ETF
DVY
+$908K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$725K

Top Sells

1
+$4.05M
2
+$2.88M
3
+$1.71M
4
ZM icon
Zoom
ZM
+$1.2M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.08M

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%
7
752
$3K ﹤0.01%
7,143
753
$3K ﹤0.01%
254
754
$3K ﹤0.01%
160
755
$3K ﹤0.01%
92
756
$3K ﹤0.01%
75
757
$3K ﹤0.01%
90
758
$3K ﹤0.01%
174
759
$2K ﹤0.01%
38
760
$2K ﹤0.01%
19
761
$2K ﹤0.01%
55
762
$2K ﹤0.01%
31
763
$2K ﹤0.01%
34
-1
764
$2K ﹤0.01%
155
765
$2K ﹤0.01%
160
766
$2K ﹤0.01%
32
767
$2K ﹤0.01%
10
768
$2K ﹤0.01%
15
769
$2K ﹤0.01%
80
770
$2K ﹤0.01%
81
771
$2K ﹤0.01%
49
+2
772
$2K ﹤0.01%
11
773
$2K ﹤0.01%
10
774
$2K ﹤0.01%
517
775
$2K ﹤0.01%
16
29 30
31
32 33