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
$1.08B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$19.3M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$5.35M
5
SFYX icon
SoFi Next 500 ETF
SFYX
+$4.72M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$545M 50.69%
5,852,830
+352,675
2
$215M 20.01%
4,289,616
+384,746
3
$69.2M 6.43%
1,656,479
+196,591
4
$62.9M 5.85%
4,509,175
+337,774
5
$51.4M 4.78%
708,023
+73,673
6
$43.3M 4.03%
402,407
+25,703
7
$41.6M 3.87%
542,332
+44,542
8
$31.4M 2.92%
137,360
+10,187
9
$7.59M 0.71%
158,503
+13,905
10
$4.03M 0.37%
51,848
+4,836
11
$3.63M 0.34%
69,489
+4,372