SW
SoFi Wealth Portfolio holdings
AUM $1.33B
AUM
$1.33B
AUM Growth
-$129M (-9%)
Cap. Flow
-$95.7M
Cap. Flow % of AUM
-7.2%
Top 10 Holdings %Top 10 Hldgs %
85.02%
Holding
40
New
–
Increased
29
Reduced
11
Closed
–
Top Buys
| 1 | $176M | |
| 2 | $168M | |
| 3 | $168M | |
| 4 | $117M | |
| 5 | $56M |
Top Sells
| 1 | $503M | |
| 2 | $221M | |
| 3 | $77M | |
| 4 | $74.7M | |
| 5 | $57.5M |
Sector Composition
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $555K | 0.04% | 11,697 +10,297 | +736% | +$489K | |||
| $526K | 0.04% | 10,474 +7,152 | +215% | +$359K | |||
| $444K | 0.03% | 12,701 +10,453 | +465% | +$365K | |||
| $380K | 0.03% | 8,219 +6,914 | +530% | +$319K | |||
| $336K | 0.03% | 14,557 +13,827 | +1,894% | +$319K | |||
| $170K | 0.01% | 4,504 +3,821 | +559% | +$144K | |||
| $42.3K | 0% | 576 -1,016,438 | -100% | -$74.7M | |||
| $22.1K | 0% | 282 -734,737 | -100% | -$57.5M | |||
| $16.9K | 0% | 76 -172,398 | -100% | -$38.4M | |||
| $15.5K | 0% | 618 +564 | +1,044% | +$14.1K | |||
| $14.3K | 0% | 1,059 -5,693,192 | -100% | -$77M | |||
| $13.6K | 0% | 324 -15,501 | -98% | -$652K | |||
| $4.12K | 0% | 83 -214,498 | -100% | -$10.7M | |||
| $2.63K | 0% | 33 -72,724 | -100% | -$5.8M | |||
| $1.68K | 0% | 33 -90,869 | -100% | -$4.62M |
