SW
SoFi Wealth Portfolio holdings
AUM
$2.08B
1-Year Est. Return
18.22%
This Fund
S&P 500
1 Year Est. Return
+18.22%
AUM
$2.08B
AUM Growth
+$70.3M
(+3.5%)
Holding
53
Top Buys
| 1 | +$109M | |
| 2 | +$35M | |
| 3 | +$17.4M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$16.1M |
| 5 |
SoFi Select 500 ETF
SFY
|
+$14.5M |
Top Sells
| 1 | +$27.3M | |
| 2 | +$17.7M | |
| 3 | +$15.3M | |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$15.2M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$9.85M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.1B
| $1.14K | ﹤0.01% |
14
-13
|
|
||
52
VanEck High Yield Muni ETF
HYD
$4.38B
| $1.02K | ﹤0.01% |
20
-2
|
|
||
|
SFYX
53
DELISTED
SoFi Next 500 ETF
SFYX
| – | – |
-700
|
|