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
$508M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.96M
3
+$2.94M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.31M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.71M

Top Sells

1
+$2.79M
2
+$1.72M
3
+$1.22M
4
BKNG icon
Booking.com
BKNG
+$478K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$401K

Sector Composition

1 Technology 3.45%
2 Healthcare 1.19%
3 Consumer Discretionary 1.1%
4 Communication Services 0.97%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$396K 0.08%
12,203
+670
127
$395K 0.08%
1,046
+127
128
$393K 0.08%
5,745
129
$380K 0.07%
10,700
+360
130
$376K 0.07%
3,638
-330
131
$371K 0.07%
1,893
132
$366K 0.07%
2,417
133
$353K 0.07%
7,465
-1,037
134
$342K 0.07%
10,159
135
$335K 0.07%
14,356
136
$330K 0.07%
3,236
-2,024
137
$309K 0.06%
5,860
-1,450
138
$306K 0.06%
5,686
+196
139
$293K 0.06%
13,340
+4,069
140
$286K 0.06%
4,103
+156
141
$284K 0.06%
1,658
142
$275K 0.05%
+2,296
143
$272K 0.05%
1,276
144
$272K 0.05%
2,318
-1,246
145
$266K 0.05%
1,700
146
$265K 0.05%
469
-10
147
$265K 0.05%
+15,584
148
$261K 0.05%
+3,769
149
$260K 0.05%
+2,299
150
$258K 0.05%
8,488
4 5
6
7 8