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
$273M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.23M
3
+$2.39M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M

Top Sells

1
+$651K
2
+$335K
3
+$256K
4
ED icon
Consolidated Edison
ED
+$245K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$236K

Sector Composition

1 Technology 5.76%
2 Communication Services 2.82%
3 Financials 1.35%
4 Healthcare 1.21%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$659K 0.24%
3,079
+75
77
$652K 0.24%
9,956
+56
78
$648K 0.24%
5,088
+1,091
79
$634K 0.23%
9,744
80
$632K 0.23%
2,982
+752
81
$624K 0.23%
2,962
+1,293
82
$622K 0.23%
2,266
+238
83
$602K 0.22%
+5,020
84
$595K 0.22%
17,268
-411
85
$589K 0.22%
1,239
+240
86
$588K 0.22%
11,571
87
$551K 0.2%
5,087
+1,658
88
$518K 0.19%
3,878
+32
89
$510K 0.19%
+5,805
90
$508K 0.19%
1,725
+160
91
$494K 0.18%
+53,100
92
$485K 0.18%
4,700
+200
93
$417K 0.15%
5,600
94
$413K 0.15%
3,048
+5
95
$412K 0.15%
177
96
$408K 0.15%
3,448
+600
97
$406K 0.15%
6,223
+1,731
98
$401K 0.15%
22,425
99
$392K 0.14%
2,526
+64
100
$383K 0.14%
5,208
+1,276
2 3
4
5 6