SW

SoFi Wealth Portfolio holdings

AUM $2.01B
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$24.2M
3
+$18.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.6M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$14.5M

Top Sells

1
+$19.9M
2
+$11.8M
3
+$21.3K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$11.6K
5
SFYX
SoFi Next 500 ETF
SFYX
+$371

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGU icon
26
iShares ESG Aware MSCI USA ETF
ESGU
$15.4B
$2.77M 0.14%
18,585
+4,047
EUSB icon
27
iShares ESG Advanced Universal USD Bond ETF
EUSB
$716M
$2.52M 0.13%
57,386
+7,899
DMXF icon
28
iShares ESG Advanced MSCI EAFE ETF
DMXF
$660M
$2.05M 0.1%
27,270
+4,842
IGSB icon
29
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$1.89M 0.09%
35,669
+166
EAGG icon
30
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.56B
$1.66M 0.08%
34,633
+8,683
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.06B
$1.62M 0.08%
36,757
+10,269
IGLB icon
32
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.73B
$1.48M 0.07%
29,317
+4,332
IBIT icon
33
iShares Bitcoin Trust
IBIT
$51.8B
$1.46M 0.07%
29,486
+8,293
LCTD icon
34
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$232M
$1.2M 0.06%
22,044
+3,733
SUSC icon
35
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.38B
$1.03M 0.05%
44,050
+9,785
PAVE icon
36
Global X US Infrastructure Development ETF
PAVE
$11.6B
$677K 0.03%
14,163
+3,048
SUB icon
37
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$122K 0.01%
1,141
+266
IYW icon
38
iShares US Technology ETF
IYW
$19.3B
$55.2K ﹤0.01%
277
-99,733
SUSB icon
39
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$43.5K ﹤0.01%
1,722
+308
EMXC icon
40
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.3B
$23.2K ﹤0.01%
319
-300
BND icon
41
Vanguard Total Bond Market
BND
$150B
$17.1K ﹤0.01%
231
+8
BSV icon
42
Vanguard Short-Term Bond ETF
BSV
$43.3B
$13.1K ﹤0.01%
166
-2
SFYX
43
DELISTED
SoFi Next 500 ETF
SFYX
$11.4K ﹤0.01%
700
-23
HEFA icon
44
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.89B
$9.71K ﹤0.01%
235
-284
VB icon
45
Vanguard Small-Cap ETF
VB
$70.7B
$8.75K ﹤0.01%
34
+4
IEFA icon
46
iShares Core MSCI EAFE ETF
IEFA
$170B
$3.54K ﹤0.01%
+40
VTIP icon
47
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.2B
$2.73K ﹤0.01%
55
+5
HYG icon
48
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$2.21K ﹤0.01%
27
+7
IXC icon
49
iShares Global Energy ETF
IXC
$2.24B
$1.72K ﹤0.01%
+41
HYD icon
50
VanEck High Yield Muni ETF
HYD
$4.21B
$1.11K ﹤0.01%
22
-1
1
2