SWA

Sax Wealth Advisors Portfolio holdings

AUM $1.86B
1-Year Est. Return 13.05%
This Quarter Est. Return
1 Year Est. Return
+13.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$16.1M
3
+$14.3M
4
AAPL icon
Apple
AAPL
+$11.5M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$7.76M

Top Sells

1
+$2.89M
2
+$1.47M
3
+$1.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$829K
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$732K

Sector Composition

1 Technology 3.82%
2 Financials 1.05%
3 Healthcare 1.03%
4 Communication Services 1%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K 0.03%
3,556
-465
227
$260K 0.02%
451
228
$258K 0.02%
5,029
+4
229
$257K 0.02%
+6,998
230
$256K 0.02%
+434
231
$253K 0.02%
+1,035
232
$249K 0.02%
+1,533
233
$248K 0.02%
+3,304
234
$248K 0.02%
1,646
+46
235
$248K 0.02%
2,165
+338
236
$246K 0.02%
7,288
-1,200
237
$245K 0.02%
8,458
238
$242K 0.02%
+1,127
239
$242K 0.02%
+1,526
240
$242K 0.02%
+2,579
241
$241K 0.02%
937
+162
242
$239K 0.02%
+8,095
243
$239K 0.02%
2,466
+29
244
$239K 0.02%
+2,378
245
$238K 0.02%
+1,117
246
$235K 0.02%
+12,500
247
$232K 0.02%
11,805
248
$230K 0.02%
+452
249
$230K 0.02%
+3,996
250
$228K 0.02%
+2,350
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