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
$1.01B
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.64M
3
+$4.54M
4
FDX icon
FedEx
FDX
+$1.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.65M

Top Sells

1
+$19.1M
2
+$7.11M
3
+$3.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.26M
5
ABBV icon
AbbVie
ABBV
+$1.93M

Sector Composition

1 Utilities 14.9%
2 Technology 9.19%
3 Financials 6.71%
4 Healthcare 3.42%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$223K 0.02%
2,943
-104
252
$221K 0.02%
+3,180
253
$221K 0.02%
3,892
+156
254
$221K 0.02%
+1,208
255
$220K 0.02%
1,441
256
$220K 0.02%
3,319
257
$219K 0.02%
+920
258
$219K 0.02%
1,047
-1
259
$218K 0.02%
2,548
-1,202
260
$217K 0.02%
18,750
261
$217K 0.02%
+2,135
262
$214K 0.02%
3,053
263
$214K 0.02%
2,534
-397
264
$212K 0.02%
+8,213
265
$212K 0.02%
4,000
-7,922
266
$210K 0.02%
14,834
267
$209K 0.02%
8,633
-1,740
268
$209K 0.02%
4,590
269
$208K 0.02%
1,261
+100
270
$207K 0.02%
12,436
-69,238
271
$206K 0.02%
1,893
-120
272
$206K 0.02%
+7,629
273
$205K 0.02%
560
-9
274
$202K 0.02%
+3,293
275
$199K 0.02%
19,098
-943
9 10
11
12 13