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
201
$358K 0.03%
3,713
+1,134
202
$356K 0.03%
+17,043
203
$354K 0.03%
236
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204
$352K 0.03%
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-404
205
$349K 0.03%
5,370
206
$346K 0.03%
3,500
+625
207
$342K 0.03%
1,589
+7
208
$342K 0.03%
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-3,507
209
$337K 0.03%
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-237
210
$336K 0.03%
12,840
+4,000
211
$335K 0.03%
+6,127
212
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3,749
213
$329K 0.03%
1,637
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214
$327K 0.03%
616
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215
$319K 0.03%
17,728
-7
216
$318K 0.03%
14,500
217
$315K 0.03%
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218
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219
$311K 0.03%
13,254
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220
$302K 0.03%
1,463
-74
221
$296K 0.03%
17,740
+681
222
$295K 0.03%
+27,943
223
$288K 0.03%
1,186
+59
224
$288K 0.03%
1,941
+341
225
$286K 0.03%
1,069
-82
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9
10 11