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
$502M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.12M
3
+$2.38M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.5M

Top Sells

1
+$2.03M
2
+$853K
3
+$607K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$565K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$479K

Sector Composition

1 Technology 3.49%
2 Healthcare 1.21%
3 Consumer Discretionary 1.11%
4 Communication Services 0.92%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43.4K 0.01%
20,000
177
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-333
178
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-2,100
179
– –
-2,990
180
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-491
181
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-5,678
182
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-77,720
183
– –
-4,481
184
– –
-8,270
185
– –
-1,156
4 5 6 7
8