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
$480M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.58M
3
+$3.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.89M

Top Sells

1
+$2.3M
2
+$816K
3
+$741K
4
T icon
AT&T
T
+$637K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$625K

Sector Composition

1 Technology 5.88%
2 Communication Services 1.93%
3 Financials 1.35%
4 Healthcare 1.27%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 0.87%
198,205
+24,970
27
$4.07M 0.85%
30,676
-1,755
28
$3.62M 0.75%
+138,614
29
$3.32M 0.69%
65,891
+74
30
$3.25M 0.68%
11,702
+13
31
$3.21M 0.67%
13,306
+879
32
$3.18M 0.66%
42,652
+307
33
$3.06M 0.64%
41,860
-362
34
$2.94M 0.61%
18,758
+12
35
$2.76M 0.57%
16,602
-27
36
$2.63M 0.55%
8,623
+181
37
$2.62M 0.55%
174,617
+15,438
38
$2.5M 0.52%
14,575
+762
39
$2.44M 0.51%
5,593
-21
40
$2.29M 0.48%
46,965
-2,158
41
$2.29M 0.48%
14,780
+750
42
$2.17M 0.45%
7,267
+3,848
43
$2.08M 0.43%
18,580
44
$2.05M 0.43%
40,215
+1,017
45
$2.04M 0.43%
8,011
+221
46
$2M 0.42%
11,509
-47
47
$1.9M 0.4%
15,533
-424
48
$1.89M 0.39%
44,962
-54
49
$1.76M 0.37%
22,980
50
$1.61M 0.34%
20,069
+2,411
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