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
$1.64B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$11.2M
3
+$10.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.2M
5
HIMU
iShares High Yield Muni Active ETF
HIMU
+$8.07M

Top Sells

1
+$11.9K
2
+$9.82K
3
+$3.91K
4
SFYX
SoFi Next 500 ETF
SFYX
+$3.83K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$649

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.11%
34,009
+13,330
27
$1.68M 0.1%
38,621
+14,749
28
$1.45M 0.09%
13,659
+2,150
29
$1.4M 0.09%
10,330
+4,195
30
$1.17M 0.07%
15,771
+6,056
31
$935K 0.06%
19,676
+7,979
32
$929K 0.06%
+15,175
33
$901K 0.06%
17,954
+7,480
34
$742K 0.05%
18,944
+6,243
35
$669K 0.04%
13,147
+4,928
36
$595K 0.04%
25,618
+11,061
37
$344K 0.02%
7,891
+3,387
38
$30.4K ﹤0.01%
413
-163
39
$28.7K ﹤0.01%
1,139
+521
40
$18.3K ﹤0.01%
232
-50
41
$12.9K ﹤0.01%
327
+3
42
$11.7K ﹤0.01%
783
-276
43
$7.65K ﹤0.01%
32
-44
44
$3.54K ﹤0.01%
70
-13
45
$2.61K ﹤0.01%
32
-1
46
$1.09K ﹤0.01%
22
-11
1
2