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
101
$836K 0.08%
15,750
102
$832K 0.08%
7,405
+839
103
$826K 0.08%
8,316
+27
104
$812K 0.08%
32,901
-4,050
105
$784K 0.07%
5,148
106
$781K 0.07%
6,306
+358
107
$781K 0.07%
4,733
+289
108
$774K 0.07%
4,695
+843
109
$746K 0.07%
9,521
+763
110
$738K 0.07%
10,920
+110
111
$730K 0.07%
4,222
+466
112
$715K 0.07%
25,243
-123
113
$703K 0.07%
5,676
+1,200
114
$702K 0.07%
1,795
+1
115
$699K 0.07%
6,434
-2,667
116
$694K 0.07%
8,017
+890
117
$691K 0.07%
+4,349
118
$689K 0.07%
36,070
+6,816
119
$658K 0.06%
26,735
-8,136
120
$657K 0.06%
17,065
+6,786
121
$646K 0.06%
4,030
+1,340
122
$643K 0.06%
10,090
123
$628K 0.06%
+6,470
124
$618K 0.06%
8,390
+219
125
$618K 0.06%
+18,418
3 4
5
6 7