SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 15.75%
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.28M
3
+$3.12M
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.94M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.69M

Top Sells

1
+$12.9M
2
+$5.91M
3
+$3.04M
4
VOD icon
Vodafone
VOD
+$1.26M
5
SHV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.03%
+1,990
227
$256K 0.02%
+7,168
228
$253K 0.02%
+4,864
229
$252K 0.02%
+10,373
230
$251K 0.02%
6,369
231
$248K 0.02%
58,622
232
$247K 0.02%
+4,590
233
$246K 0.02%
+3,362
234
$246K 0.02%
+2,931
235
$243K 0.02%
5,469
+440
236
$242K 0.02%
3,099
+22
237
$241K 0.02%
3,319
238
$240K 0.02%
3,051
239
$240K 0.02%
3,750
+375
240
$240K 0.02%
+4,074
241
$239K 0.02%
2,013
+169
242
$238K 0.02%
4,050
+61
243
$238K 0.02%
33,854
244
$235K 0.02%
913
245
$235K 0.02%
3,047
+104
246
$234K 0.02%
20,041
+1,333
247
$233K 0.02%
+2,970
248
$228K 0.02%
1,208
249
$228K 0.02%
+4,562
250
$227K 0.02%
806
8 9
10
11 12