SWA
Sax Wealth Advisors Portfolio holdings
AUM
$1.66B
This Quarter Return
+0.21%
1 Year Return
+12.1%
3 Year Return
+50.17%
5 Year Return
–
10 Year Return
–
AUM
$1.28B
AUM Growth
+$1.28B
(+14%)
Cap. Flow
+$159M
Cap. Flow
% of AUM
12.48%
Top 10 Holdings %
Top 10 Hldgs %
53.51%
Holding
341
New
54
Increased
157
Reduced
83
Closed
13
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$30.3M |
| 2 |
Apple
AAPL
|
$21.9M |
| 3 |
Avantis US Equity ETF
AVUS
|
$14.1M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$12.5M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$9.25M |
Top Sells
Sector Composition
| 1 | Technology | 4.6% |
| 2 | Financials | 1.49% |
| 3 | Consumer Discretionary | 1.41% |
| 4 | Communication Services | 1.19% |
| 5 | Healthcare | 1.07% |
