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
$1.36B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$21.8M
3
+$7.63M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.34M
5
SFYX icon
SoFi Next 500 ETF
SFYX
+$6.16M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$681M 50.11%
6,554,130
+427,105
2
$273M 20.06%
5,161,231
+412,520
3
$94.8M 6.98%
1,981,625
+153,485
4
$77.7M 5.72%
5,445,231
+431,498
5
$68.9M 5.07%
917,388
+101,581
6
$52.8M 3.88%
670,876
+65,667
7
$52.7M 3.88%
485,236
+42,310
8
$39.1M 2.87%
164,703
+11,959
9
$9.68M 0.71%
196,342
+20,220
10
$5.34M 0.39%
66,469
+7,537
11
$4.42M 0.33%
83,338
+7,133