SWA
Sax Wealth Advisors Portfolio holdings
AUM
$1.86B
1-Year Est. Return
13.05%
1 Year Est. Return
+13.05%
AUM
$1.66B
AUM Growth
+$259M
(+19%)
Holding
427
Top Buys
| 1 | +$35.4M | |
| 2 | +$17.3M | |
| 3 | +$8.21M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$6.5M |
| 5 |
Dimensional International Value ETF
DFIV
|
+$6.37M |
Top Sells
| 1 | +$13.8M | |
| 2 | +$7.29M | |
| 3 | +$2.01M | |
| 4 |
VanEck Preferred Securities ex Financials ETF
PFXF
|
+$1.86M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.79M |
Sector Composition
| 1 | Technology | 4.9% |
| 2 | Financials | 4.03% |
| 3 | Healthcare | 1.29% |
| 4 | Communication Services | 1.26% |
| 5 | Consumer Discretionary | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
iShares New York Muni Bond ETF
NYF
$1.03B
| – | – |
-9,896
|
|
||
427
United Rentals
URI
$50.4B
| – | – |
-688
|
|