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
51
$1.59M 0.33%
3,081
52
$1.59M 0.33%
9,540
+3,280
53
$1.5M 0.31%
17,184
-173
54
$1.46M 0.3%
15,691
-1,176
55
$1.41M 0.29%
4,407
+346
56
$1.31M 0.27%
31,740
+15,079
57
$1.29M 0.27%
2,148
+210
58
$1.2M 0.25%
10,395
+278
59
$1.19M 0.25%
30,367
60
$1.18M 0.25%
8,180
+100
61
$1.16M 0.24%
62,379
-34,284
62
$1.16M 0.24%
13,216
-13
63
$1.14M 0.24%
12,587
+219
64
$1.11M 0.23%
17,796
+461
65
$1.1M 0.23%
11,530
+26
66
$1.1M 0.23%
3,264
+1,489
67
$1.09M 0.23%
6,514
+4
68
$1.06M 0.22%
17,316
-421
69
$1.02M 0.21%
7,552
+2,250
70
$965K 0.2%
2,532
-430
71
$932K 0.19%
28,244
+3,053
72
$932K 0.19%
3,478
-198
73
$895K 0.19%
13,416
+2,206
74
$894K 0.19%
+36,633
75
$812K 0.17%
10,326
+5
1 2
3
4 5