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
$1.16B
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.54M
3
+$4.22M
4
DOC icon
Healthpeak Properties
DOC
+$2.73M
5
MCK icon
McKesson
MCK
+$1.16M

Top Sells

1
+$4.49M
2
+$4.03M
3
+$2.82M
4
MRK icon
Merck
MRK
+$2.8M
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$2.63M

Sector Composition

1 Technology 10.85%
2 Utilities 10.85%
3 Financials 7.37%
4 Consumer Discretionary 3.9%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.02%
+3,737
227
$231K 0.02%
9,564
228
$230K 0.02%
302
-2
229
$226K 0.02%
1,303
230
$225K 0.02%
566
-100
231
$225K 0.02%
+628
232
$220K 0.02%
+1,927
233
$219K 0.02%
+378
234
$219K 0.02%
19,015
235
$218K 0.02%
1,704
+9
236
$217K 0.02%
+1,360
237
$217K 0.02%
+4,750
238
$216K 0.02%
508
-6
239
$215K 0.02%
+1,671
240
$213K 0.02%
+3,183
241
$212K 0.02%
10,000
242
$212K 0.02%
7,834
-1,334
243
$212K 0.02%
+1,194
244
$208K 0.02%
+3,101
245
$208K 0.02%
2,797
-1,447
246
$206K 0.02%
8,396
+60
247
$206K 0.02%
+4,952
248
$204K 0.02%
+201
249
$204K 0.02%
+9,730
250
$202K 0.02%
517
+1
8 9
10
11 12