SW
SoFi Wealth Portfolio holdings
AUM
$1.64B
This Quarter Return
-0.26%
1 Year Return
+13.68%
3 Year Return
+48.66%
5 Year Return
–
10 Year Return
–
AUM
$1.46B
AUM Growth
+$1.46B
(+7.3%)
Cap. Flow
-$2.75B
Cap. Flow
% of AUM
-188.44%
Top 10 Holdings %
Top 10 Hldgs %
98.09%
Holding
40
New
29
Increased
10
Reduced
1
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$33.4M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.7M |
| 3 |
Vanguard Total Bond Market
BND
|
$7.16M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$6.85M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$4.96M |
Top Sells
| 1 |
SoFi Select 500 ETF
SFY
|
$2.84B |
