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
$1.01B
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.64M
3
+$4.54M
4
FDX icon
FedEx
FDX
+$1.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.65M

Top Sells

1
+$19.1M
2
+$7.11M
3
+$3.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.26M
5
ABBV icon
AbbVie
ABBV
+$1.93M

Sector Composition

1 Utilities 14.9%
2 Technology 9.19%
3 Financials 6.71%
4 Healthcare 3.42%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.03%
1,617
227
$257K 0.03%
3,800
+390
228
$254K 0.03%
1,049
+43
229
$248K 0.02%
2,922
-48
230
$248K 0.02%
22,154
+3,395
231
$246K 0.02%
+5,000
232
$245K 0.02%
+2,272
233
$244K 0.02%
+1,141
234
$240K 0.02%
3,165
-18
235
$238K 0.02%
7,168
236
$237K 0.02%
1,282
237
$236K 0.02%
3,655
238
$236K 0.02%
12,122
+1,900
239
$236K 0.02%
1,901
240
$236K 0.02%
3,101
+2
241
$236K 0.02%
3,130
-700
242
$231K 0.02%
+4,212
243
$230K 0.02%
6,369
244
$229K 0.02%
4,021
-29
245
$228K 0.02%
6,086
-197
246
$227K 0.02%
8,793
247
$225K 0.02%
3,051
248
$224K 0.02%
336
-63
249
$224K 0.02%
16,621
250
$224K 0.02%
6,535
-620
8 9
10
11 12