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
$120M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$301K
3
+$205K
4
ABT icon
Abbott
ABT
+$201K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$157K

Top Sells

1
+$156K
2
+$116K

Sector Composition

1 Consumer Staples 0.35%
2 Consumer Discretionary 0.17%
3 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.9M 32.57%
98,705
+1,674
2
$17.5M 14.62%
284,589
+4,905
3
$14.8M 12.42%
181,214
+1,255
4
$10.8M 9.02%
37,137
-401
5
$7.72M 6.46%
50,234
+77
6
$7.23M 6.05%
80,796
-1,745
7
$7.18M 6.01%
70,143
+1,480
8
$6.82M 5.7%
50,344
+1,122
9
$3.15M 2.63%
17,263
+695
10
$2.29M 1.92%
21,275
+1,460
11
$2.29M 1.91%
19,681
+915
12
$212K 0.18%
2,810
13
$212K 0.18%
1,410
14
$205K 0.17%
+1,672
15
$201K 0.17%
+1,700