SWA
Sax Wealth Advisors Portfolio holdings
AUM
$1.86B
1-Year Est. Return
13.05%
1 Year Est. Return
+13.05%
AUM
$1.86B
AUM Growth
+$204M
(+12%)
Holding
454
Top Buys
| 1 | +$35.3M | |
| 2 | +$10.3M | |
| 3 | +$9.09M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$8.17M |
| 5 |
VanEck CLO ETF
CLOI
|
+$7.99M |
Top Sells
| 1 | +$6.21M | |
| 2 | +$4.92M | |
| 3 | +$2.78M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$2.78M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.29M |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Financials | 3.77% |
| 3 | Healthcare | 1.33% |
| 4 | Communication Services | 1.31% |
| 5 | Consumer Discretionary | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
PayPal
PYPL
$66.9B
| – | – |
-3,141
|
|
||
452
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
| – | – |
-3,318
|
|
||
453
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.13B
| – | – |
-2,518
|
|
||
454
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.73B
| – | – |
-8,385
|
|