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
776
$2K ﹤0.01%
38
777
$2K ﹤0.01%
100
778
$2K ﹤0.01%
19
779
$2K ﹤0.01%
79
-53
780
$2K ﹤0.01%
21
781
$2K ﹤0.01%
8
782
$2K ﹤0.01%
+8
783
$2K ﹤0.01%
400
784
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34
-1
785
$2K ﹤0.01%
155
786
$2K ﹤0.01%
160
787
$2K ﹤0.01%
32
788
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132
+2
789
$2K ﹤0.01%
+144
790
$2K ﹤0.01%
14
-469
791
$2K ﹤0.01%
300
792
$2K ﹤0.01%
11
793
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794
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13
795
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81
796
$2K ﹤0.01%
26
797
$2K ﹤0.01%
170
798
$2K ﹤0.01%
100
799
$2K ﹤0.01%
+63
800
$2K ﹤0.01%
162
30 31
32
33 34