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
126
$239K 0.09%
1,492
-108
127
$234K 0.09%
3,111
+24
128
$232K 0.08%
1,725
129
$230K 0.08%
+3,993
130
$230K 0.08%
1,525
+125
131
$229K 0.08%
2,707
+50
132
$228K 0.08%
+4,730
133
$227K 0.08%
7,208
+94
134
$224K 0.08%
+1,269
135
$221K 0.08%
911
+29
136
$218K 0.08%
+5,000
137
$217K 0.08%
+2,180
138
$217K 0.08%
1,048
-250
139
$217K 0.08%
1,321
+35
140
$212K 0.08%
3,374
+21
141
$204K 0.07%
941
142
$201K 0.07%
+5,130
143
$201K 0.07%
3,232
-784
144
$201K 0.07%
+1,700
145
$201K 0.07%
2,546
+1
146
$200K 0.07%
+15,000
147
$166K 0.06%
17,420
148
$128K 0.05%
16,760
149
$31K 0.01%
333
150
– –
-2,575
3 4 5
6
7