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
151
$478K 0.05%
+3,496
152
$472K 0.05%
6,886
+74
153
$460K 0.04%
+4,311
154
$457K 0.04%
+1,037
155
$456K 0.04%
+10,725
156
$455K 0.04%
1,363
-499
157
$450K 0.04%
+1,802
158
$444K 0.04%
+1,945
159
$443K 0.04%
+6,337
160
$442K 0.04%
12,991
+58
161
$431K 0.04%
5,278
-643
162
$431K 0.04%
+6,483
163
$427K 0.04%
+8,353
164
$426K 0.04%
2,454
+37
165
$424K 0.04%
2,500
+834
166
$419K 0.04%
+300
167
$417K 0.04%
+14,141
168
$410K 0.04%
+2,016
169
$407K 0.04%
5,086
-792
170
$398K 0.04%
2,288
+440
171
$396K 0.04%
15,225
-1,860
172
$394K 0.04%
9,254
+25
173
$387K 0.04%
+1,916
174
$385K 0.04%
1,947
-43
175
$383K 0.04%
+848
5 6
7
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