SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.35M
3
+$3.06M
4
WPC icon
W.P. Carey
WPC
+$2.43M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Top Sells

1
+$7.68M
2
+$2.83M
3
+$2.12M
4
PLTR icon
Palantir
PLTR
+$1.95M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.68M

Sector Composition

1 Utilities 13.12%
2 Technology 11.04%
3 Financials 8.63%
4 Consumer Discretionary 2.93%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$212K 0.02%
1,225
-1,229
252
$212K 0.02%
3,251
+223
253
$208K 0.02%
4,540
+25
254
$206K 0.02%
+553
255
$204K 0.02%
+1,232
256
$200K 0.02%
10,984
257
$200K 0.02%
19,015
258
$166K 0.01%
11,062
+55
259
$155K 0.01%
12,680
260
$150K 0.01%
14,213
261
$149K 0.01%
13,526
262
$146K 0.01%
12,709
263
$146K 0.01%
13,049
264
$145K 0.01%
20,753
265
$143K 0.01%
14,312
266
$142K 0.01%
12,093
267
$129K 0.01%
11,009
-6,500
268
$95.1K 0.01%
30,000
269
$92.6K 0.01%
+25,031
270
$90.3K 0.01%
10,156
271
$87.4K 0.01%
+38,000
272
$81.2K 0.01%
10,000
273
$74.5K 0.01%
+11,000
274
$31.9K ﹤0.01%
17,622
275
$30.7K ﹤0.01%
10,129
-227
8 9 10
11
12