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
$933M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9.34M
3
+$3.9M
4
BND icon
Vanguard Total Bond Market
BND
+$3.07M
5
SFYX icon
SoFi Next 500 ETF
SFYX
+$2.81M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$466M 49.93%
5,500,155
+178,882
2
$187M 20.05%
3,904,870
+195,031
3
$60M 6.43%
1,459,888
+94,974
4
$53.3M 5.71%
4,171,401
+219,541
5
$46.7M 5%
634,350
+41,707
6
$40.8M 4.38%
376,704
+7,652
7
$38.3M 4.11%
497,790
+19,243
8
$27.1M 2.91%
127,173
+5,623
9
$6.87M 0.74%
144,598
+6,313
10
$3.64M 0.39%
47,012
+2,570
11
$3.36M 0.36%
65,117
+1,970