SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$789M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.32M
3
+$2.23M
4
ATO icon
Atmos Energy
ATO
+$1.94M
5
AAPL icon
Apple
AAPL
+$1.91M

Top Sells

1
+$12.9M
2
+$8.53M
3
+$5.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.71M
5
LFEQ icon
VanEck Long/Flat Trend ETF
LFEQ
+$2.2M

Sector Composition

1 Utilities 15.28%
2 Technology 7.55%
3 Financials 6.51%
4 Healthcare 3.43%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
333
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-4,579
229
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230
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231
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-34,936
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-2,578
233
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234
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-13,425
6 7 8 9
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