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
$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
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