SOA Wealth Advisors LLC 13F Portfolio
![]() | Fund | Portfolio Manager | Performance 25Q1 | AUM | # of Holdings | Performance Rank | Allocation |
---|---|---|---|---|---|---|---|
SOA Wealth Advisors LLC | SOA Wealth Advisors LLC | -7.41% | $891192000 | 881 |
|
SOA Wealth Advisors LLC Holdings Map
Top 50 SOA Wealth Advisors LLC Holdings
Largest Stock Buys since Q1 2025:
Largest Stock Sells since Q1 2025:
Portfolio Structure
Sector Allocation over time
SOA Wealth Advisors LLC Performance History
Performance Metric | 3-Year Annualized Return | 3-Year Cumulative Return | Compared to other Funds |
---|