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
176
$383K 0.04%
3,660
+1,540
177
$382K 0.04%
12,332
+1,621
178
$382K 0.04%
+2,324
179
$373K 0.04%
2,641
+763
180
$372K 0.04%
3,833
-8,541
181
$370K 0.04%
7,795
+1,575
182
$368K 0.04%
+5,860
183
$361K 0.03%
+1,547
184
$360K 0.03%
1,975
-471
185
$350K 0.03%
3,277
+131
186
$348K 0.03%
+11,773
187
$346K 0.03%
2,324
-100
188
$344K 0.03%
+4,741
189
$343K 0.03%
+6,486
190
$340K 0.03%
+1,960
191
$338K 0.03%
+4,696
192
$338K 0.03%
+7,165
193
$336K 0.03%
+1,453
194
$336K 0.03%
+30,000
195
$332K 0.03%
+1,034
196
$330K 0.03%
1,626
+192
197
$329K 0.03%
+5,370
198
$328K 0.03%
+1,537
199
$327K 0.03%
+361
200
$322K 0.03%
+5,689
6 7
8
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