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
101
$381K 0.14%
3,180
102
$378K 0.14%
1,592
103
$373K 0.14%
+746
104
$371K 0.14%
7,258
+1,901
105
$360K 0.13%
2,865
106
$359K 0.13%
+15,022
107
$353K 0.13%
5,930
108
$352K 0.13%
2,128
-625
109
$343K 0.13%
1,381
110
$326K 0.12%
+11,565
111
$318K 0.12%
1,718
112
$310K 0.11%
4,913
113
$307K 0.11%
3,764
114
$291K 0.11%
3,276
+80
115
$285K 0.1%
+7,390
116
$283K 0.1%
5,981
117
$270K 0.1%
7,135
+833
118
$269K 0.1%
3,830
119
$264K 0.1%
8,230
120
$260K 0.1%
16,561
121
$255K 0.09%
18,547
-415
122
$250K 0.09%
+1,009
123
$247K 0.09%
+3,010
124
$242K 0.09%
2,126
+169
125
$239K 0.09%
3,080
3 4
5
6 7