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
151
$520K 0.05%
1,899
+962
152
$518K 0.05%
579
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153
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5,800
-2,590
154
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8,567
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155
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6,935
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156
$504K 0.05%
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157
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158
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160
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161
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24,294
+9,388
164
$474K 0.04%
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165
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166
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168
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169
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170
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21,631
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171
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4,279
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172
$444K 0.04%
8,353
173
$437K 0.04%
7,111
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174
$437K 0.04%
6,743
-88
175
$432K 0.04%
+7,835
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