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
$659M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$329M
2
+$131M
3
+$42.6M
4
SFYX icon
SoFi Next 500 ETF
SFYX
+$37.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$34M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$329M 49.94%
+4,021,725
2
$131M 19.81%
+2,718,844
3
$42.6M 6.46%
+922,438
4
$37.6M 5.71%
+2,791,695
5
$34M 5.16%
+309,945
6
$28.2M 4.27%
+361,391
7
$28.1M 4.26%
+353,188
8
$18.8M 2.85%
+88,494
9
$5.18M 0.79%
+101,172
10
$2.79M 0.42%
+48,564
11
$2.2M 0.33%
+26,750