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
$410M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.79M
3
+$3.77M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
XYZ
Block Inc
XYZ
+$1.5M

Top Sells

1
+$2.61M
2
+$2.53M
3
+$1.09M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$597K
5
ARKK icon
ARK Innovation ETF
ARKK
+$596K

Sector Composition

1 Technology 21.43%
2 Financials 6.29%
3 Consumer Discretionary 5.95%
4 Communication Services 3.56%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3K ﹤0.01%
160
777
$3K ﹤0.01%
222
778
$3K ﹤0.01%
1,451
779
$3K ﹤0.01%
90
780
$3K ﹤0.01%
+100
781
$2K ﹤0.01%
81
782
$2K ﹤0.01%
203
783
$2K ﹤0.01%
10
784
$2K ﹤0.01%
174
785
$2K ﹤0.01%
34
786
$2K ﹤0.01%
49
787
$2K ﹤0.01%
150
+11
788
$2K ﹤0.01%
517
789
$2K ﹤0.01%
206
790
$2K ﹤0.01%
16
791
$2K ﹤0.01%
25
792
$2K ﹤0.01%
38
793
$2K ﹤0.01%
19
794
$2K ﹤0.01%
+110
795
$2K ﹤0.01%
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796
$2K ﹤0.01%
55
797
$2K ﹤0.01%
62
798
$2K ﹤0.01%
9
799
$2K ﹤0.01%
53
800
$2K ﹤0.01%
30
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