We are live on ! Find out more
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
$973M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$5.98M
3
+$2.94M
4
AAPL icon
Apple
AAPL
+$2.44M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.25M

Top Sells

1
+$2.1M
2
+$1.66M
3
+$1.42M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$885K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$873K

Sector Composition

1 Utilities 11.93%
2 Technology 9.71%
3 Financials 7.45%
4 Consumer Discretionary 3.65%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,545
252
– –
-1,953
253
– –
-9,167
254
– –
-3,145
255
– –
-6,661
256
– –
-2,417
257
– –
-1,303
258
– –
-1,452
259
– –
-4,254
260
– –
-3,409
261
– –
-1,743
262
– –
-8,268
263
– –
-1,705
264
– –
-1,203
265
– –
-4,325
266
– –
-2,226
267
– –
-7,168
268
– –
-12,205
269
– –
-30,762
270
– –
-10,000
271
– –
-594
7 8 9 10
11