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
$1.12B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.53M
3
+$6.83M
4
MCD icon
McDonald's
MCD
+$5.59M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$9.06M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.76M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.53M

Sector Composition

1 Technology 2.59%
2 Consumer Discretionary 1.05%
3 Communication Services 1.04%
4 Healthcare 0.89%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$909K 0.08%
5,270
+1,240
102
$882K 0.08%
27,321
+19,226
103
$881K 0.08%
32,901
104
$861K 0.08%
4,974
+241
105
$859K 0.08%
5,148
106
$858K 0.08%
28,322
+3,079
107
$838K 0.07%
8,714
+398
108
$810K 0.07%
5,502
-3,628
109
$806K 0.07%
7,486
+1,547
110
$803K 0.07%
11,140
+4,803
111
$794K 0.07%
1,959
+229
112
$778K 0.07%
8,020
+3
113
$771K 0.07%
10,620
-300
114
$757K 0.07%
6,435
+1
115
$756K 0.07%
1,787
-8
116
$754K 0.07%
9,336
+1,389
117
$751K 0.07%
34,136
-1,934
118
$730K 0.07%
11,518
+1,224
119
$726K 0.06%
17,358
+293
120
$725K 0.06%
6,383
+707
121
$725K 0.06%
5,971
+212
122
$723K 0.06%
4,038
+1,714
123
$721K 0.06%
7,776
+4,472
124
$716K 0.06%
7,193
+419
125
$704K 0.06%
+6,991
3 4
5
6 7