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
$1.05B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$16.1M
3
+$14.3M
4
AAPL icon
Apple
AAPL
+$11.5M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$7.76M

Top Sells

1
+$2.89M
2
+$1.47M
3
+$1.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$829K
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$732K

Sector Composition

1 Technology 3.82%
2 Financials 1.05%
3 Healthcare 1.03%
4 Communication Services 1%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.53M 0.72%
+83,948
27
$7.08M 0.67%
278,571
+200,288
28
$6.01M 0.57%
37,439
-463
29
$5.95M 0.57%
205,647
+21,669
30
$5.42M 0.52%
20,262
+1,250
31
$5.13M 0.49%
+10,707
32
$4.8M 0.46%
38,813
+18,363
33
$4.78M 0.46%
24,510
-878
34
$4.65M 0.44%
+24,062
35
$4.58M 0.44%
9,159
+223
36
$4.5M 0.43%
188,871
+26,676
37
$4.4M 0.42%
92,084
+41,055
38
$4.28M 0.41%
83,824
+7,331
39
$4.16M 0.4%
167,487
+10,984
40
$4.05M 0.39%
+9,957
41
$3.97M 0.38%
21,808
+2,503
42
$3.88M 0.37%
10,634
+2,463
43
$3.63M 0.35%
78,210
+69,734
44
$3.18M 0.3%
183,708
+20,861
45
$3.09M 0.29%
10,023
-250
46
$3.06M 0.29%
129,124
+24,595
47
$3.06M 0.29%
36,490
-2,046
48
$3.05M 0.29%
117,981
-1,648
49
$3.01M 0.29%
16,406
+2,009
50
$2.93M 0.28%
12,944
+221
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