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
76
$805K 0.17%
5,083
+144
77
$800K 0.17%
7,873
+696
78
$788K 0.16%
5,894
+633
79
$788K 0.16%
3,488
+499
80
$784K 0.16%
14,123
+236
81
$780K 0.16%
73,100
82
$778K 0.16%
14,967
-406
83
$774K 0.16%
2,940
84
$760K 0.16%
2,991
+4
85
$742K 0.15%
5,734
+134
86
$722K 0.15%
4,412
+1,362
87
$717K 0.15%
+4,586
88
$711K 0.15%
7,038
89
$703K 0.15%
1,239
90
$700K 0.15%
7,372
+4,096
91
$697K 0.15%
6,556
+90
92
$689K 0.14%
10,253
+66
93
$686K 0.14%
+6,388
94
$683K 0.14%
13,461
+980
95
$677K 0.14%
1,863
+1
96
$666K 0.14%
22,153
+550
97
$653K 0.14%
2,318
+51
98
$651K 0.14%
7,465
+4,180
99
$647K 0.13%
13,253
+325
100
$647K 0.13%
7,562
-1,605
2 3
4
5 6