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
$1.16B
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.54M
3
+$4.22M
4
DOC icon
Healthpeak Properties
DOC
+$2.73M
5
MCK icon
McKesson
MCK
+$1.16M

Top Sells

1
+$4.49M
2
+$4.03M
3
+$2.82M
4
MRK icon
Merck
MRK
+$2.8M
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$2.63M

Sector Composition

1 Technology 10.85%
2 Utilities 10.85%
3 Financials 7.37%
4 Consumer Discretionary 3.9%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$202K 0.02%
5,248
+8
252
$202K 0.02%
+2,147
253
$192K 0.02%
15,680
254
$189K 0.02%
16,526
255
$186K 0.02%
20,000
256
$182K 0.02%
10,000
257
$157K 0.01%
13,739
+12
258
$157K 0.01%
14,213
-1,000
259
$155K 0.01%
11,137
+146
260
$154K 0.01%
12,732
261
$149K 0.01%
13,440
+5
262
$147K 0.01%
20,753
263
$146K 0.01%
12,093
264
$146K 0.01%
14,312
265
$133K 0.01%
+10,009
266
$103K 0.01%
+24,102
267
$95.1K 0.01%
+75,474
268
$83.6K 0.01%
33,854
269
$80.8K 0.01%
10,156
270
$51.5K ﹤0.01%
10,000
271
$46K ﹤0.01%
17,622
272
$37.3K ﹤0.01%
11,471
-54,600
273
$35.4K ﹤0.01%
3,660
+39
274
$32.2K ﹤0.01%
1,756
275
$29.6K ﹤0.01%
10,349
8 9 10
11
12