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
$820M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$3.99M
4
BND icon
Vanguard Total Bond Market
BND
+$2.58M
5
SFYX icon
SoFi Next 500 ETF
SFYX
+$2.46M

Top Sells

1
+$24.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$407M 49.61%
5,321,273
+188,437
2
$162M 19.78%
3,709,839
+237,655
3
$53.5M 6.53%
1,364,914
+101,834
4
$46.5M 5.67%
3,951,860
+209,344
5
$41.4M 5.04%
592,643
+36,969
6
$37.8M 4.61%
369,052
-242
7
$36M 4.39%
478,547
+9,597
8
$23M 2.8%
121,550
+6,865
9
$6.54M 0.8%
138,285
+3,213
10
$3.28M 0.4%
44,442
+2,502
11
$3.1M 0.38%
63,147
+409