SW

SoFi Wealth Portfolio holdings

AUM $2.01B
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$11.2M
3
+$10.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.2M
5
HIMU
iShares High Yield Muni Active ETF
HIMU
+$8.07M

Top Sells

1
+$11.9K
2
+$9.82K
3
+$3.91K
4
SFYX
SoFi Next 500 ETF
SFYX
+$3.83K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$649

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$213M 13.01%
1,934,851
+77,843
2
$211M 12.89%
339,733
+19,577
3
$207M 12.66%
1,753,995
+16,457
4
$186M 11.36%
951,932
+54,664
5
$139M 8.5%
2,554,442
+108,510
6
$87.6M 5.35%
1,536,797
+18,794
7
$72.8M 4.45%
420,020
+14,764
8
$68.8M 4.2%
658,127
+36,942
9
$67M 4.1%
+1,884,208
10
$62M 3.79%
976,092
+52,055
11
$61M 3.73%
1,319,100
+77,149
12
$57.4M 3.51%
1,161,374
+40,690
13
$50.6M 3.09%
452,138
+25,497
14
$28.2M 1.73%
447,319
+20,458
15
$28.1M 1.72%
1,058,119
+81,704
16
$26.9M 1.64%
579,898
+34,071
17
$17.4M 1.06%
457,873
+30,139
18
$11M 0.67%
+231,698
19
$8.14M 0.5%
+167,322
20
$6.88M 0.42%
+110,351
21
$3.79M 0.23%
56,266
+22,723
22
$2.93M 0.18%
+28,441
23
$2.64M 0.16%
50,002
+3,893
24
$2.31M 0.14%
19,886
+7,863
25
$2.24M 0.14%
42,525
+2,079
1
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