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
$1.19B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$22.7M
3
+$7.77M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.51M
5
SFYX icon
SoFi Next 500 ETF
SFYX
+$6.73M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$608M 51.01%
6,127,025
+274,195
2
$235M 19.68%
4,748,711
+459,095
3
$80M 6.71%
1,828,140
+171,661
4
$66.8M 5.6%
5,013,733
+504,558
5
$58.8M 4.93%
815,807
+107,784
6
$47.2M 3.96%
442,926
+40,519
7
$46.4M 3.89%
605,209
+62,877
8
$33.3M 2.79%
152,744
+15,384
9
$8.55M 0.72%
176,122
+17,619
10
$4.55M 0.38%
58,932
+7,084
11
$3.94M 0.33%
76,205
+6,716