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
$1.12B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.53M
3
+$6.83M
4
MCD icon
McDonald's
MCD
+$5.59M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$9.06M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.76M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.53M

Sector Composition

1 Technology 2.59%
2 Consumer Discretionary 1.05%
3 Communication Services 1.04%
4 Healthcare 0.89%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$700K 0.06%
2,026
+663
127
$680K 0.06%
25,362
-1,373
128
$678K 0.06%
2,045
+335
129
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130
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131
$654K 0.06%
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132
$651K 0.06%
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133
$648K 0.06%
4,753
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134
$640K 0.06%
7,094
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135
$629K 0.06%
28,483
136
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9,090
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137
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3,428
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138
$583K 0.05%
6,558
+1,817
139
$579K 0.05%
3,448
+1,922
140
$570K 0.05%
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141
$565K 0.05%
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142
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16,613
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143
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5,785
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144
$545K 0.05%
19,357
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145
$543K 0.05%
+59,000
146
$542K 0.05%
2,454
+828
147
$536K 0.05%
3,537
148
$532K 0.05%
1,077
+40
149
$524K 0.05%
1,098
-11
150
$523K 0.05%
4,082
4 5
6
7 8