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
801
$2K ﹤0.01%
104
802
$2K ﹤0.01%
54
803
$1K ﹤0.01%
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804
$1K ﹤0.01%
57
-30
805
– –
0
806
$1K ﹤0.01%
+100
807
$1K ﹤0.01%
269
808
$1K ﹤0.01%
22
809
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810
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811
$1K ﹤0.01%
24
812
$1K ﹤0.01%
1
813
$1K ﹤0.01%
2
814
$1K ﹤0.01%
10
815
$1K ﹤0.01%
107
816
$1K ﹤0.01%
15
817
$1K ﹤0.01%
5
818
$1K ﹤0.01%
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819
$1K ﹤0.01%
40
820
$1K ﹤0.01%
4
821
$1K ﹤0.01%
62
-5
822
$1K ﹤0.01%
2
-150
823
$1K ﹤0.01%
16
824
$1K ﹤0.01%
10
825
$1K ﹤0.01%
5
31 32
33
34 35