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
$1.12B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.53M
3
+$6.83M
4
MCD icon
McDonald's
MCD
+$5.59M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$9.06M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.76M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.53M

Sector Composition

1 Technology 2.59%
2 Consumer Discretionary 1.05%
3 Communication Services 1.04%
4 Healthcare 0.89%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.03%
5,661
+1,382
227
$282K 0.03%
1,199
+164
228
$280K 0.03%
7,648
-152
229
$277K 0.02%
+3,683
230
$276K 0.02%
+5,134
231
$275K 0.02%
4,171
+85
232
$275K 0.02%
5,025
-4
233
$271K 0.02%
9,365
-1,368
234
$267K 0.02%
1,287
+170
235
$265K 0.02%
4,263
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236
$263K 0.02%
+2,947
237
$262K 0.02%
+6,800
238
$261K 0.02%
505
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239
$261K 0.02%
1,735
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240
$260K 0.02%
3,301
-255
241
$258K 0.02%
2,449
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242
$257K 0.02%
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243
$256K 0.02%
+4,381
244
$254K 0.02%
7,288
245
$253K 0.02%
20,511
+2,946
246
$253K 0.02%
+605
247
$252K 0.02%
2,419
+69
248
$251K 0.02%
+2,968
249
$250K 0.02%
1,656
+10
250
$247K 0.02%
5,877
-1,288
8 9
10
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