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
776
$2K ﹤0.01%
22
777
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9
778
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18
779
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224
+4
780
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132
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781
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+144
782
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14
-469
783
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300
784
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11
785
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786
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787
$2K ﹤0.01%
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788
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26
789
$2K ﹤0.01%
170
790
$2K ﹤0.01%
100
791
$2K ﹤0.01%
+63
792
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54
795
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796
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100
797
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19
798
$2K ﹤0.01%
79
-53
799
$2K ﹤0.01%
21
800
$2K ﹤0.01%
8
30 31
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