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
$973M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.74M
3
+$2.85M
4
AAPL icon
Apple
AAPL
+$2.28M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.16M

Top Sells

1
+$1.9M
2
+$1.66M
3
+$1.33M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$876K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$839K

Sector Composition

1 Utilities 11.93%
2 Technology 9.71%
3 Financials 7.45%
4 Consumer Discretionary 3.65%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$164K 0.02%
+15,680
227
$160K 0.02%
200,000
+70,000
228
$158K 0.02%
+16,526
229
$155K 0.02%
10,087
230
$140K 0.01%
+15,213
231
$139K 0.01%
+13,715
232
$130K 0.01%
+13,431
233
$129K 0.01%
+12,732
234
$126K 0.01%
+20,753
235
$126K 0.01%
+14,312
236
$125K 0.01%
+12,093
237
$121K 0.01%
3,557
+50
238
$116K 0.01%
11,110
239
$90.5K 0.01%
66,071
240
$86.9K 0.01%
10,156
241
$80.9K 0.01%
33,854
-1,000
242
$57.3K 0.01%
10,000
243
$35.2K ﹤0.01%
17,622
244
$30.3K ﹤0.01%
10,378
245
$24.4K ﹤0.01%
3,115
-25
246
$23.3K ﹤0.01%
10,000
247
$12.8K ﹤0.01%
10,000
248
$11.6K ﹤0.01%
1,756
249
– –
-594
250
– –
-10,217
7 8 9
10
11