SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$857M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$18.9M
3
+$15M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.89M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.45M

Top Sells

1
+$19.5M
2
+$14.3M
3
+$1.73M
4
XOM icon
Exxon Mobil
XOM
+$1.23M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$733K

Sector Composition

1 Utilities 14.05%
2 Technology 7.96%
3 Financials 6.5%
4 Energy 3.23%
5 Healthcare 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
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