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
826
$1K ﹤0.01%
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827
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828
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2
829
– –
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830
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831
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832
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833
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834
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835
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+100
836
– –
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837
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838
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20
840
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841
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3
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842
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14
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845
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500
846
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847
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64
+1
848
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30
849
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9
850
$1K ﹤0.01%
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32 33
34
35 36