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
801
$2K ﹤0.01%
+8
802
$2K ﹤0.01%
400
803
$1K ﹤0.01%
14
804
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206
805
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11
806
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37
807
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5
808
$1K ﹤0.01%
31
809
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75
810
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31
811
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29
812
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40
813
$1K ﹤0.01%
25
814
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176
815
$1K ﹤0.01%
33
816
$1K ﹤0.01%
13
817
$1K ﹤0.01%
34
818
$1K ﹤0.01%
386
819
$1K ﹤0.01%
16
820
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821
$1K ﹤0.01%
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822
$1K ﹤0.01%
53
823
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58
+1
824
$1K ﹤0.01%
42
825
$1K ﹤0.01%
12
31 32
33
34 35