SW

SoFi Wealth Portfolio holdings

AUM $1.64B
1-Year Est. Return 13.68%
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$13.1M
3
+$8.7M
4
BND icon
Vanguard Total Bond Market
BND
+$7.16M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.85M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$177K 0.01%
+1,604
27
$164K 0.01%
+3,322
28
$139K 0.01%
+2,790
29
$136K 0.01%
+3,203
30
$117K 0.01%
+2,261
31
$111K 0.01%
+1,051
32
$107K 0.01%
+832
33
$90.6K 0.01%
+1,403
34
$90.5K 0.01%
+1,740
35
$75.1K 0.01%
+2,248
36
$65K ﹤0.01%
+1,400
37
$56.8K ﹤0.01%
+1,305
38
$27.6K ﹤0.01%
+683
39
$16.6K ﹤0.01%
+730
40
$1.33K ﹤0.01%
+54
1
2