SWA
Sax Wealth Advisors Portfolio holdings
AUM
$1.66B
This Quarter Return
+15.22%
1 Year Return
+12.1%
3 Year Return
+50.17%
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
–
Cap. Flow
+$218M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.14%
Holding
133
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$15.2M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$13.2M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$12.2M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$10.9M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$10.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.59% |
| 2 | Communication Services | 3.02% |
| 3 | Healthcare | 1.37% |
| 4 | Financials | 1.37% |
| 5 | Consumer Discretionary | 0.91% |
