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
251
$222K 0.02%
+8,840
252
$221K 0.02%
2,864
-18,971
253
$220K 0.02%
+4,370
254
$219K 0.02%
+395
255
$219K 0.02%
+571
256
$216K 0.02%
8,322
-13,980
257
$214K 0.02%
1,732
+22
258
$208K 0.02%
+4,279
259
$207K 0.02%
+1,600
260
$205K 0.02%
2,057
261
$205K 0.02%
+3,666
262
$205K 0.02%
+655
263
$203K 0.02%
17,565
+1,510
264
$202K 0.02%
+5,674
265
$198K 0.02%
17,342
266
$184K 0.02%
+10,588
267
$183K 0.02%
26,197
-4,391
268
$147K 0.01%
17,420
269
$137K 0.01%
23,381
+4
270
$114K 0.01%
16,760
271
$106K 0.01%
10,208
272
$94.2K 0.01%
11,142
273
$55K 0.01%
5,694
274
$25.1K ﹤0.01%
20,110
275
– –
-3,376
8 9 10
11
12