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%
11
827
$1K ﹤0.01%
10
828
$1K ﹤0.01%
34
829
$1K ﹤0.01%
386
830
$1K ﹤0.01%
16
-4
831
$1K ﹤0.01%
+30
832
$1K ﹤0.01%
14
+3
833
$1K ﹤0.01%
45
834
$1K ﹤0.01%
206
835
$1K ﹤0.01%
11
836
$1K ﹤0.01%
37
837
$1K ﹤0.01%
19
838
$1K ﹤0.01%
80
839
$1K ﹤0.01%
60
-400
840
$1K ﹤0.01%
53
841
$1K ﹤0.01%
57
842
$1K ﹤0.01%
220
+4
843
$1K ﹤0.01%
42
844
$1K ﹤0.01%
12
845
$1K ﹤0.01%
15
+4
846
$1K ﹤0.01%
31
+3
847
$1K ﹤0.01%
75
-17
848
$1K ﹤0.01%
31
849
$1K ﹤0.01%
29
850
$1K ﹤0.01%
21
+1
32 33
34
35 36