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
$130M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$393K
2
+$341K
3
+$318K
4
JNJ icon
Johnson & Johnson
JNJ
+$220K
5
MCD icon
McDonald's
MCD
+$218K

Top Sells

1
+$131K
2
+$23.9K

Sector Composition

1 Technology 0.44%
2 Consumer Staples 0.18%
3 Healthcare 0.17%
4 Consumer Discretionary 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.8M 39.05%
96,270
+603
2
$13.7M 10.54%
35,694
-342
3
$13.6M 10.46%
172,932
+4,995
4
$9.85M 7.57%
56,435
+780
5
$9.8M 7.53%
49,464
+220
6
$8.64M 6.65%
146,463
-405
7
$6.84M 5.26%
87,272
+2,060
8
$6.47M 4.97%
86,061
+4,530
9
$4.53M 3.48%
24,872
+265
10
$2.19M 1.69%
20,664
+750
11
$2.17M 1.67%
20,019
+780
12
$293K 0.23%
680
13
$280K 0.22%
1,200
14
$240K 0.18%
1,410
15
$220K 0.17%
+1,357
16
$218K 0.17%
+715
17
$215K 0.17%
1,832