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
201
$319K 0.03%
5,565
202
$318K 0.03%
1,211
+423
203
$316K 0.03%
7,611
-6,089
204
$314K 0.03%
+6,978
205
$310K 0.03%
+1,557
206
$304K 0.03%
3,749
+110
207
$300K 0.03%
+10,733
208
$297K 0.03%
+15,465
209
$295K 0.03%
4,086
+162
210
$289K 0.03%
1,582
+136
211
$288K 0.03%
+17,735
212
$288K 0.03%
1,151
213
$286K 0.03%
+14,906
214
$285K 0.03%
+14,500
215
$284K 0.03%
2,875
216
$280K 0.03%
+1,283
217
$279K 0.03%
521
+140
218
$279K 0.03%
+2,682
219
$277K 0.03%
+13,876
220
$277K 0.03%
+17,015
221
$276K 0.03%
+15,224
222
$273K 0.03%
1,730
+30
223
$272K 0.03%
+4,546
224
$272K 0.03%
+17,059
225
$271K 0.03%
7,800
7 8
9
10 11