SWA

Sax Wealth Advisors Portfolio holdings

AUM $1.4B
This Quarter Return
-2.01%
1 Year Return
+5.11%
3 Year Return
+19.67%
5 Year Return
10 Year Return
AUM
$1.4B
AUM Growth
+$119M
Cap. Flow
+$160M
Cap. Flow %
11.45%
Top 10 Hldgs %
49.76%
Holding
389
New
61
Increased
200
Reduced
69
Closed
29
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-4,273
Closed
-$220K
-4,198
Closed
-$561K
-2,124
Closed
-$204K
-10,255
Closed
-$260K
-14,862
Closed
-$301K
-12,355
Closed
-$6.32M
-1,290
Closed
-$200K
-3,736
Closed
-$432K
-2,328
Closed
-$203K
-17,728
Closed
-$391K
-1,677
Closed
-$370K
-8,399
Closed
-$424K
-1,989
Closed
-$479K
-3,449
Closed
-$624K