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
$597M
AUM Growth
+$45K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.77M
3
+$2.61M
4
BND icon
Vanguard Total Bond Market
BND
+$2.17M
5
SFYX icon
SoFi Next 500 ETF
SFYX
+$1.9M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$286M 47.96%
4,501,065
+214,567
2
$114M 19.04%
3,128,559
+241,262
3
$38.4M 6.42%
1,051,187
+71,513
4
$35.1M 5.88%
342,336
+13,883
5
$32.9M 5.51%
3,181,525
+183,580
6
$32.1M 5.38%
450,214
+30,416
7
$31M 5.18%
413,830
+18,714
8
$16.9M 2.82%
98,644
+4,468
9
$5.58M 0.93%
115,890
+5,598
10
$2.78M 0.47%
55,716
+3,116
11
$2.44M 0.41%
34,116
+2,413