SWA
Sax Wealth Advisors Portfolio holdings
AUM
$1.66B
This Quarter Return
-4.33%
1 Year Return
+12.1%
3 Year Return
+50.17%
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
+$413M
(-14%)
Cap. Flow
-$44.5M
Cap. Flow
% of AUM
-10.77%
Top 10 Holdings %
Top 10 Hldgs %
50.68%
Holding
186
New
7
Increased
41
Reduced
87
Closed
12
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.39M |
| 2 |
Avantis US Equity ETF
AVUS
|
$1.58M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$913K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$586K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$574K |
Top Sells
Sector Composition
| 1 | Technology | 5.76% |
| 2 | Communication Services | 1.78% |
| 3 | Financials | 1.25% |
| 4 | Healthcare | 1.23% |
| 5 | Consumer Discretionary | 0.94% |
