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
$218M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$13.2M
3 +$12.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.59%
2 Communication Services 3.02%
3 Healthcare 1.37%
4 Financials 1.37%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.09%
+1,932
127
$202K 0.09%
+1,286
128
$200K 0.09%
+941
129
$199K 0.09%
+6,302
130
$185K 0.09%
+18,962
131
$154K 0.07%
+17,420
132
$116K 0.05%
+16,760
133
$28K 0.01%
+333