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
76
$1.33M 0.13%
7,643
+598
77
$1.33M 0.13%
53,663
+33,330
78
$1.26M 0.12%
39,782
-5,264
79
$1.25M 0.12%
31,073
+2,694
80
$1.24M 0.12%
11,266
-205
81
$1.18M 0.11%
23,780
-684
82
$1.14M 0.11%
+18,602
83
$1.14M 0.11%
1,682
+361
84
$1.12M 0.11%
11,340
85
$1.11M 0.11%
+8,538
86
$1.09M 0.1%
18,488
-1,938
87
$1.01M 0.1%
37,555
+10,751
88
$1M 0.1%
3,924
+13
89
$997K 0.1%
1,173
+661
90
$962K 0.09%
+56,200
91
$962K 0.09%
+8,481
92
$954K 0.09%
15,472
+1,023
93
$938K 0.09%
5,470
+608
94
$932K 0.09%
18,597
+275
95
$910K 0.09%
5,165
+35
96
$908K 0.09%
8,063
+491
97
$897K 0.09%
20,496
+4,035
98
$888K 0.08%
6,000
+166
99
$860K 0.08%
20,925
+527
100
$845K 0.08%
2,538
+1,888
2 3
4
5 6