SW

SoFi Wealth Portfolio holdings

AUM $2.08B
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$55.7M
3
+$35.8M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$30.1M
5
IAU icon
iShares Gold Trust
IAU
+$10.1M

Top Sells

1
+$58.5M
2
+$28.9M
3
+$17.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$8.41M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 0.14%
46,904
+12,895
27
$2.17M 0.12%
49,487
+10,866
28
$2.12M 0.11%
14,538
+4,208
29
$1.88M 0.1%
35,503
-7,022
30
$1.7M 0.09%
22,428
+6,657
31
$1.38M 0.07%
21,193
+6,018
32
$1.29M 0.07%
24,985
+7,031
33
$1.25M 0.07%
25,950
+6,274
34
$1.15M 0.06%
26,488
+7,544
35
$976K 0.05%
18,311
+5,164
36
$807K 0.04%
34,265
+8,647
37
$529K 0.03%
11,115
+3,224
38
$93.4K 0.01%
875
-12,784
39
$41.8K ﹤0.01%
619
-446,700
40
$35.8K ﹤0.01%
1,414
+275
41
$20.6K ﹤0.01%
519
-457,354
42
$16.6K ﹤0.01%
223
-190
43
$13.2K ﹤0.01%
168
-64
44
$11.6K ﹤0.01%
723
-60
45
$7.71K ﹤0.01%
30
-2
46
$2.51K ﹤0.01%
50
-20
47
$1.65K ﹤0.01%
20
-12
48
$1.16K ﹤0.01%
23
+1
49
– –
-327
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