SWA
Sax Wealth Advisors Portfolio holdings
AUM
$1.66B
This Quarter Return
+5.46%
1 Year Return
+12.1%
3 Year Return
+50.17%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+6.6%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
41.88%
Holding
162
New
13
Increased
76
Reduced
35
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$2.62M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.71M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.3M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.3M |
| 5 |
AT&T
T
|
$998K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.61M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.18M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.95M |
| 5 |
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% |
