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
$1.03B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.28M
3
+$3.12M
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.94M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.69M

Top Sells

1
+$12.9M
2
+$5.91M
3
+$3.04M
4
VOD icon
Vodafone
VOD
+$1.26M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.23M

Sector Composition

1 Utilities 13.49%
2 Technology 9.34%
3 Financials 5.96%
4 Healthcare 3.95%
5 Consumer Discretionary 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$224K 0.02%
+2,526
252
$223K 0.02%
569
-2
253
$222K 0.02%
+3,785
254
$220K 0.02%
+3,646
255
$219K 0.02%
+3,736
256
$216K 0.02%
+1,594
257
$216K 0.02%
8,793
258
$214K 0.02%
3,493
259
$208K 0.02%
+1,969
260
$208K 0.02%
+1,562
261
$207K 0.02%
14,834
+2,000
262
$206K 0.02%
+5,462
263
$205K 0.02%
+672
264
$204K 0.02%
+1,161
265
$204K 0.02%
12,488
-170
266
$204K 0.02%
+2,378
267
$203K 0.02%
+559
268
$203K 0.02%
+3,266
269
$201K 0.02%
+581
270
$201K 0.02%
+3,053
271
$200K 0.02%
+3,830
272
$191K 0.02%
+10,654
273
$190K 0.02%
18,750
274
$176K 0.02%
10,014
-173,110
275
$172K 0.02%
16,621
9 10
11
12 13