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
176
$419K 0.04%
8,098
+487
177
$410K 0.04%
10,865
+3,867
178
$409K 0.04%
15,225
179
$409K 0.04%
809
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180
$406K 0.04%
6,058
-2,423
181
$404K 0.04%
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182
$401K 0.04%
2,463
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183
$399K 0.04%
4,761
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184
$398K 0.04%
23,504
+6,489
185
$398K 0.04%
6,346
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186
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187
$397K 0.04%
1,721
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188
$396K 0.04%
677
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189
$396K 0.04%
21,047
+5,823
190
$391K 0.03%
7,340
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191
$389K 0.03%
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192
$389K 0.03%
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193
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4,003
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194
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195
$386K 0.03%
8,378
+1,400
196
$383K 0.03%
3,522
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197
$376K 0.03%
5,008
+312
198
$370K 0.03%
3,278
+1
199
$362K 0.03%
30,000
200
$362K 0.03%
635
+114
6 7
8
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