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SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.94M
3
+$2.93M
4
SCHQ
Schwab Long-Term US Treasury ETF
SCHQ
+$2.69M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.72M

Top Sells

1
+$15.8M
2
+$2.49M
3
+$2.07M
4
FIW icon
First Trust Water ETF
FIW
+$1.76M
5
NFLX icon
Netflix
NFLX
+$959K

Sector Composition

1 Technology 12.64%
2 Utilities 12.5%
3 Financials 7.63%
4 Consumer Discretionary 3.13%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.02%
+3,718
227
$311K 0.02%
569
+10
228
$311K 0.02%
+410
229
$310K 0.02%
+6,200
230
$305K 0.02%
6,794
231
$305K 0.02%
1,652
+14
232
$295K 0.02%
+8,769
233
$293K 0.02%
6,119
+91
234
$290K 0.02%
4,324
-326
235
$289K 0.02%
+3,622
236
$285K 0.02%
3,228
+17
237
$284K 0.02%
1,707
-3
238
$279K 0.02%
11,652
239
$277K 0.02%
7,400
240
$274K 0.02%
2,306
+4
241
$273K 0.02%
977
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242
$263K 0.02%
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243
$260K 0.02%
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244
$259K 0.02%
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245
$259K 0.02%
2,308
246
$258K 0.02%
5,277
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247
$257K 0.02%
+1,731
248
$256K 0.02%
+2,854
249
$255K 0.02%
320
-1
250
$253K 0.02%
+1,859
8 9
10
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