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
176
$160K 0.04%
1,435
+800
177
$159K 0.04%
795
+10
178
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785
179
$156K 0.04%
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180
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181
$151K 0.04%
1,348
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182
$150K 0.04%
2,059
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183
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450
-1
184
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185
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2,139
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186
$148K 0.04%
618
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187
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188
$146K 0.04%
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189
$145K 0.04%
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190
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617
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191
$141K 0.04%
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192
$139K 0.04%
475
193
$137K 0.04%
536
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620
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195
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1,503
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196
$127K 0.03%
284
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197
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9,225
198
$125K 0.03%
1,729
+2
199
$123K 0.03%
985
200
$123K 0.03%
2,132
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