SWA
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Sax Wealth Advisors’s Ares Capital ARCC Stock Holding History

Sax Wealth Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$512K Buy
23,311
+1,076
+5% +$23.6K 0.03% 254
2025
Q1 		$493K Buy
+22,235
New +$493K 0.04% 224