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
$433M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$1.19M
3 +$1.07M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.05M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$975K

Sector Composition

1 Technology 3.1%
2 Healthcare 1.65%
3 Communication Services 1.08%
4 Financials 0.97%
5 Consumer Discretionary 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,864