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
$1.05B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$16.1M
3
+$14.3M
4
AAPL icon
Apple
AAPL
+$11.5M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$7.76M

Top Sells

1
+$2.89M
2
+$1.47M
3
+$1.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$829K
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$732K

Sector Composition

1 Technology 3.82%
2 Financials 1.05%
3 Healthcare 1.03%
4 Communication Services 1%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$613K 0.06%
10,294
+1,610
127
$609K 0.06%
+8,791
128
$608K 0.06%
+5,939
129
$596K 0.06%
1,730
+324
130
$586K 0.06%
6,774
+3,434
131
$584K 0.06%
5,759
+27
132
$580K 0.06%
28,483
133
$567K 0.05%
2,271
+345
134
$564K 0.05%
5,300
+1,910
135
$549K 0.05%
+5,282
136
$538K 0.05%
7,947
+1,096
137
$536K 0.05%
1,710
+481
138
$535K 0.05%
5,779
+4
139
$532K 0.05%
+3,537
140
$522K 0.05%
12,667
+2,689
141
$508K 0.05%
+2,791
142
$508K 0.05%
+12,902
143
$503K 0.05%
+6,831
144
$497K 0.05%
+1,021
145
$492K 0.05%
5,541
-364
146
$489K 0.05%
621
+202
147
$488K 0.05%
18,557
-600
148
$487K 0.05%
+1,109
149
$484K 0.05%
4,082
+500
150
$482K 0.05%
+872
4 5
6
7 8