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
$664M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$3.79M
3
+$2.55M
4
BND icon
Vanguard Total Bond Market
BND
+$2.26M
5
SFYX icon
SoFi Next 500 ETF
SFYX
+$1.65M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$314M 47.28%
4,727,149
+226,084
2
$135M 20.33%
3,218,772
+90,213
3
$43.5M 6.55%
1,116,540
+65,353
4
$37.5M 5.64%
355,027
+12,691
5
$36.7M 5.53%
3,330,817
+149,292
6
$34.6M 5.21%
481,703
+31,489
7
$32.6M 4.91%
433,190
+19,360
8
$18.8M 2.83%
102,557
+3,913
9
$5.74M 0.86%
122,816
+6,926
10
$2.98M 0.45%
58,956
+3,240
11
$2.68M 0.4%
36,357
+2,241