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
$292M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.71M
3
+$1.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.3M
5
T icon
AT&T
T
+$998K

Top Sells

1
+$2.61M
2
+$2.5M
3
+$2.18M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.95M
5
VIG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.07%
2,547
+1
152
$206K 0.07%
5,105
-25
153
$206K 0.07%
+2,575
154
$205K 0.07%
4,730
155
$203K 0.07%
+1,393
156
$202K 0.07%
+3,809
157
$177K 0.06%
17,420
158
$152K 0.05%
16,760
159
$34K 0.01%
333
160
– –
-2,865
161
– –
-3,232
162
– –
-5,105
3 4 5 6
7