SWA
SOA Wealth Advisors Portfolio holdings
AUM
$532M
1-Year Return
15.51%
This Quarter Return
-5.26%
1 Year Return
+15.51%
3 Year Return
+75.46%
5 Year Return
–
10 Year Return
–
AUM
$410M
AUM Growth
-$2.85M
(-0.69%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
39.75%
Holding
1,047
New
55
Increased
252
Reduced
81
Closed
15
Top Buys
| 1 |
Vanguard Mid-Cap Growth ETF
VOT
|
$7.71M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$6.79M |
| 3 |
Lam Research
LRCX
|
$3.77M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$3.7M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$1.5M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.61M |
| 2 |
Amazon
AMZN
|
$2.53M |
| 3 |
PayPal
PYPL
|
$1.09M |
| 4 |
ARK Autonomous Technology & Robotics ETF
ARKQ
|
$597K |
| 5 |
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% |
