SWM

SFG Wealth Management Portfolio holdings

AUM $165M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.63%
2 Technology 4.34%
3 Communication Services 3.19%
4 Industrials 2.73%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,270
102
-7,828