SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.35M
3
+$3.06M
4
WPC icon
W.P. Carey
WPC
+$2.43M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Top Sells

1
+$7.68M
2
+$2.83M
3
+$2.12M
4
PLTR icon
Palantir
PLTR
+$1.95M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.68M

Sector Composition

1 Utilities 13.12%
2 Technology 11.04%
3 Financials 8.63%
4 Consumer Discretionary 2.93%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$249K 0.02%
706
+34
227
$245K 0.02%
4,725
-8,012
228
$245K 0.02%
7,387
-5
229
$245K 0.02%
1,606
-514
230
$245K 0.02%
12,030
-14,755
231
$244K 0.02%
3,210
+369
232
$243K 0.02%
2,328
+4
233
$242K 0.02%
1,981
+16
234
$241K 0.02%
4,977
+580
235
$239K 0.02%
3,252
-19,621
236
$237K 0.02%
+4,083
237
$236K 0.02%
1,293
-10
238
$233K 0.02%
2,913
+125
239
$233K 0.02%
2,118
-4
240
$232K 0.02%
1,037
-4
241
$231K 0.02%
+1,748
242
$229K 0.02%
3,123
243
$227K 0.02%
+3,084
244
$224K 0.02%
+3,054
245
$223K 0.02%
+2,020
246
$222K 0.02%
3,553
+248
247
$220K 0.02%
10,000
248
$215K 0.02%
270
+5
249
$214K 0.02%
+2,224
250
$213K 0.02%
93,480
8 9
10
11 12