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SWA

Safir Wealth Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 12.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$746K
3
+$388K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$201K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$28.1K

Top Sells

1
+$494K
2
+$300K
3
+$225K
4
PEP icon
PepsiCo
PEP
+$209K
5
YUM icon
Yum! Brands
YUM
+$182K

Sector Composition

1 Consumer Staples 0.2%
2 Healthcare 0.19%
3 Energy 0%
4 Financials 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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28
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-1,329
29
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30
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-800
31
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-200
32
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-300
33
– –
-200
34
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-200
35
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-200
36
– –
-531
37
– –
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38
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-300
39
– –
-638
40
– –
-400
41
– –
-1,250
1
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