SWA
SOA Wealth Advisors Portfolio holdings
AUM
$592M
1-Year Est. Return
18.59%
This Fund
S&P 500
1 Year Est. Return
+18.59%
AUM
$367M
AUM Growth
–
Holding
916
Top Buys
| 1 | +$32.2M | |
| 2 | +$18M | |
| 3 | +$17.4M | |
| 4 |
Amazon
AMZN
|
+$13.2M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$11.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.35% |
| 2 | Consumer Discretionary | 6.95% |
| 3 | Financials | 4.6% |
| 4 | Communication Services | 4.17% |
| 5 | Healthcare | 1.6% |