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
$1.12B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.53M
3
+$6.83M
4
MCD icon
McDonald's
MCD
+$5.59M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$9.06M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.76M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.53M

Sector Composition

1 Technology 2.59%
2 Consumer Discretionary 1.05%
3 Communication Services 1.04%
4 Healthcare 0.89%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.74M 0.6%
218,800
+13,153
27
$6.43M 0.57%
36,825
-614
28
$6.24M 0.56%
22,054
+1,792
29
$5.46M 0.49%
44,980
+6,167
30
$5.4M 0.48%
111,168
+19,084
31
$5.2M 0.46%
108,161
+29,951
32
$5.15M 0.46%
211,973
+23,102
33
$5M 0.45%
+44,213
34
$4.9M 0.44%
9,281
+122
35
$4.8M 0.43%
23,685
-825
36
$4.49M 0.4%
22,765
+957
37
$4.48M 0.4%
87,742
+3,918
38
$4.29M 0.38%
170,751
+3,264
39
$4.13M 0.37%
10,998
+364
40
$3.76M 0.34%
154,163
+25,039
41
$3.46M 0.31%
189,559
+5,851
42
$3.21M 0.29%
117,002
-979
43
$3.2M 0.29%
9,805
-218
44
$3.18M 0.28%
14,077
+1,133
45
$3.09M 0.28%
18,486
+2,080
46
$3.05M 0.27%
73,561
-693
47
$3.04M 0.27%
33,297
-3,193
48
$2.92M 0.26%
28,766
-231
49
$2.89M 0.26%
112,908
-1,466
50
$2.85M 0.25%
113,009
-3,035
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