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
$480M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.58M
3
+$3.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.89M

Top Sells

1
+$2.3M
2
+$816K
3
+$741K
4
T icon
AT&T
T
+$637K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$625K

Sector Composition

1 Technology 5.88%
2 Communication Services 1.93%
3 Financials 1.35%
4 Healthcare 1.27%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$405K 0.08%
84,110
-25,491
127
$403K 0.08%
1,476
128
$401K 0.08%
2,346
+882
129
$390K 0.08%
1,592
130
$386K 0.08%
10,527
131
$382K 0.08%
+920
132
$372K 0.08%
1,009
133
$369K 0.08%
9,160
134
$367K 0.08%
11,123
-240
135
$367K 0.08%
3,163
136
$366K 0.08%
+1,627
137
$356K 0.07%
9,992
-17,550
138
$349K 0.07%
11,816
+1,737
139
$334K 0.07%
3,240
+246
140
$331K 0.07%
3,564
141
$309K 0.06%
+3,878
142
$304K 0.06%
+1,861
143
$302K 0.06%
1,159
+90
144
$291K 0.06%
1,629
-326
145
$287K 0.06%
7,467
+1,300
146
$284K 0.06%
1,662
147
$284K 0.06%
2,624
+7
148
$280K 0.06%
3,303
+595
149
$279K 0.06%
+6,823
150
$270K 0.06%
6,442
+993
4 5
6
7 8