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
51
$2.92M 0.28%
116,044
+5,477
52
$2.9M 0.28%
74,254
-3,307
53
$2.83M 0.27%
+28,997
54
$2.55M 0.24%
13,981
-1,515
55
$2.53M 0.24%
114,374
-49,824
56
$2.46M 0.23%
16,824
+1,209
57
$2.28M 0.22%
42,952
+231
58
$2.24M 0.21%
11,092
+4,974
59
$1.98M 0.19%
5,297
+351
60
$1.91M 0.18%
26,248
+3
61
$1.89M 0.18%
15,628
+6,287
62
$1.78M 0.17%
15,482
+2,026
63
$1.78M 0.17%
3,530
+456
64
$1.72M 0.16%
16,189
+638
65
$1.72M 0.16%
20,503
-2,487
66
$1.7M 0.16%
+7,209
67
$1.58M 0.15%
8,685
+3,729
68
$1.54M 0.15%
7,043
+4,318
69
$1.53M 0.15%
+51,967
70
$1.53M 0.15%
25,069
+10,008
71
$1.48M 0.14%
+18,822
72
$1.45M 0.14%
5,993
-345
73
$1.43M 0.14%
15,728
+1,507
74
$1.43M 0.14%
9,130
+1,160
75
$1.36M 0.13%
65,023
+1,370
1 2
3
4 5