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
251
$246K 0.02%
12,500
252
$245K 0.02%
+2,299
253
$245K 0.02%
+1,527
254
$244K 0.02%
+881
255
$238K 0.02%
+2,023
256
$237K 0.02%
+1,577
257
$237K 0.02%
+268
258
$230K 0.02%
+2,864
259
$229K 0.02%
2,057
260
$227K 0.02%
2,864
261
$224K 0.02%
10,833
-972
262
$223K 0.02%
+212
263
$222K 0.02%
+4,081
264
$221K 0.02%
+898
265
$221K 0.02%
+5,220
266
$219K 0.02%
24,166
-2,031
267
$219K 0.02%
+2,728
268
$217K 0.02%
+2,782
269
$211K 0.02%
+944
270
$210K 0.02%
17,342
271
$210K 0.02%
1,236
-321
272
$209K 0.02%
24,014
+12,872
273
$209K 0.02%
7,422
-900
274
$209K 0.02%
+1,579
275
$207K 0.02%
+4,393
9 10
11
12 13