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
$390M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.16M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$592K

Top Sells

1
+$453K
2
+$297K
3
+$283K
4
CYBR icon
CyberArk
CYBR
+$265K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$209K

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 6.89%
3 Financials 6.56%
4 Communication Services 4.55%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
4
827
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40
828
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829
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5
830
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+1
831
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832
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107
+13
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834
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835
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14
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836
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837
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838
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839
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10
842
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845
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+30
846
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14
+3
847
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45
848
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206
849
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11
850
$1K ﹤0.01%
42
32 33
34
35 36