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
126
$270K 0.09%
3,234
+123
127
$268K 0.09%
+1,809
128
$267K 0.09%
917
+6
129
$266K 0.09%
2,304
+178
130
$259K 0.09%
3,019
+9
131
$256K 0.09%
3,285
-545
132
$250K 0.09%
1,525
133
$248K 0.09%
15,010
-1,551
134
$243K 0.08%
1,049
+1
135
$241K 0.08%
17,982
-565
136
$239K 0.08%
1,269
137
$236K 0.08%
7,288
+80
138
$234K 0.08%
1,725
139
$233K 0.08%
2,707
140
$231K 0.08%
3,080
141
$229K 0.08%
4,373
+380
142
$229K 0.08%
+8,706
143
$228K 0.08%
+972
144
$226K 0.08%
2,180
145
$226K 0.08%
5,530
+530
146
$222K 0.08%
3,380
+6
147
$218K 0.07%
1,323
+2
148
$211K 0.07%
1,700
149
$207K 0.07%
943
+2
150
$207K 0.07%
+1,972
3 4 5
6
7