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
$901M
AUM Growth
+$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$5.08M
2 +$2.89M
3 +$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.44M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.27M

Sector Composition

1 Utilities 12.64%
2 Technology 8.44%
3 Financials 6.44%
4 Healthcare 3.8%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,250