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
$410M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.79M
3
+$3.77M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
XYZ
Block Inc
XYZ
+$1.5M

Top Sells

1
+$2.61M
2
+$2.53M
3
+$1.09M
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$597K
5
ARKK icon
ARK Innovation ETF
ARKK
+$596K

Sector Composition

1 Technology 21.43%
2 Financials 6.29%
3 Consumer Discretionary 5.95%
4 Communication Services 3.56%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
254
827
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828
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51
829
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104
830
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831
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41
832
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15
833
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834
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835
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836
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837
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25
838
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839
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840
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10
841
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34
842
$1K ﹤0.01%
16
843
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844
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845
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11
846
$1K ﹤0.01%
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847
$1K ﹤0.01%
5
848
$1K ﹤0.01%
80
849
$1K ﹤0.01%
42
850
$1K ﹤0.01%
38
32 33
34
35 36