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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
$1.44B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.94M
3
+$2.93M
4
SCHQ
Schwab Long-Term US Treasury ETF
SCHQ
+$2.69M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.72M

Top Sells

1
+$15.8M
2
+$2.49M
3
+$2.07M
4
FIW icon
First Trust Water ETF
FIW
+$1.76M
5
NFLX icon
Netflix
NFLX
+$959K

Sector Composition

1 Technology 12.64%
2 Utilities 12.5%
3 Financials 7.63%
4 Consumer Discretionary 3.13%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$252K 0.02%
2,613
-52
252
$247K 0.02%
1,260
+40
253
$246K 0.02%
4,048
-64
254
$245K 0.02%
1,990
-65
255
$243K 0.02%
1,722
+102
256
$242K 0.02%
888
+7
257
$242K 0.02%
2,226
258
$241K 0.02%
774
-75
259
$239K 0.02%
12,030
260
$238K 0.02%
1,436
-319
261
$236K 0.02%
17,200
262
$235K 0.02%
+1,850
263
$232K 0.02%
+2,237
264
$227K 0.02%
19,015
265
$225K 0.02%
608
-1
266
$224K 0.02%
9,474
267
$223K 0.02%
3,111
+28
268
$222K 0.02%
4,725
269
$218K 0.02%
+1,522
270
$217K 0.02%
5,599
-68
271
$215K 0.01%
+630
272
$215K 0.01%
3,203
-76
273
$214K 0.01%
2,791
-208
274
$214K 0.01%
+11,907
275
$213K 0.01%
+513
9 10
11
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