SWA
Sax Wealth Advisors Portfolio holdings
AUM
$1.66B
This Quarter Return
+1.34%
1 Year Return
+12.1%
3 Year Return
+50.17%
5 Year Return
–
10 Year Return
–
AUM
$1.05B
AUM Growth
+$1.05B
(+23%)
Cap. Flow
+$189M
Cap. Flow
% of AUM
18.05%
Top 10 Holdings %
Top 10 Hldgs %
55.77%
Holding
287
New
97
Increased
118
Reduced
39
Closed
13
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$21M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$16.1M |
| 3 |
Avantis US Equity ETF
AVUS
|
$14.3M |
| 4 |
Apple
AAPL
|
$11.5M |
| 5 |
Avantis International Equity ETF
AVDE
|
$7.76M |
Top Sells
Sector Composition
| 1 | Technology | 3.82% |
| 2 | Financials | 1.05% |
| 3 | Healthcare | 1.03% |
| 4 | Communication Services | 1% |
| 5 | Consumer Discretionary | 0.85% |
