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
$292M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.71M
3
+$1.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.3M
5
T icon
AT&T
T
+$998K

Top Sells

1
+$2.61M
2
+$2.5M
3
+$2.18M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.86M

Sector Composition

1 Technology 5.93%
2 Communication Services 3%
3 Financials 1.57%
4 Healthcare 1.36%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.15%
2,526
102
$414K 0.14%
3,448
103
$412K 0.14%
750
+4
104
$411K 0.14%
3,049
+1
105
$406K 0.14%
+9,723
106
$387K 0.13%
4,976
-232
107
$387K 0.13%
177
108
$386K 0.13%
5,930
109
$384K 0.13%
22,425
110
$378K 0.13%
1,592
111
$370K 0.13%
9,160
+1,770
112
$369K 0.13%
3,181
+1
113
$359K 0.12%
+7,270
114
$345K 0.12%
1,718
115
$340K 0.12%
1,955
-173
116
$330K 0.11%
1,381
117
$330K 0.11%
4,913
118
$325K 0.11%
3,276
119
$310K 0.11%
3,764
120
$306K 0.11%
5,981
121
$300K 0.1%
15,000
122
$298K 0.1%
+7,616
123
$282K 0.1%
8,527
+1,392
124
$278K 0.1%
1,009
125
$273K 0.09%
8,230
3 4
5
6 7