SWA

Safir Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$694K
3
+$647K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$545K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$521K

Top Sells

1
+$204K
2
+$178K

Sector Composition

1 Consumer Staples 0.37%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 32.4%
97,031
+564
2
$17.2M 14.58%
279,684
-2,900
3
$14.8M 12.55%
179,959
+9,390
4
$10.8M 9.14%
37,538
+285
5
$7.76M 6.59%
50,157
+528
6
$7.42M 6.3%
82,541
+5,792
7
$7.07M 6%
68,663
+5,290
8
$6.77M 5.74%
49,222
+395
9
$3.13M 2.65%
16,568
+773
10
$2.2M 1.87%
18,766
+5,920
11
$2.14M 1.81%
19,815
+6,000
12
$229K 0.19%
2,810
13
$209K 0.18%
+1,410
14
– –
-1,700