SWA
SFMG Wealth Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
15.75%
This Quarter Return
+10.44%
1 Year Return
+15.75%
3 Year Return
+62.88%
5 Year Return
+98.38%
10 Year Return
+241.03%
AUM
$1.03B
AUM Growth
+$126M
(+14%)
Cap. Flow
+$40M
Cap. Flow
% of AUM
3.89%
Top 10 Holdings %
Top 10 Hldgs %
60.86%
Holding
305
New
48
Increased
115
Reduced
75
Closed
14
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$12.9M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.91M |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
$3.04M |
| 4 |
Vodafone
VOD
|
$1.26M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.23M |
Sector Composition
| 1 | Utilities | 13.49% |
| 2 | Technology | 9.34% |
| 3 | Financials | 5.96% |
| 4 | Healthcare | 3.95% |
| 5 | Consumer Discretionary | 3.26% |
