SWA
SFMG Wealth Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+8.03%
1 Year Return
+15.75%
3 Year Return
+62.88%
5 Year Return
+98.38%
10 Year Return
+241.03%
AUM
$901M
AUM Growth
+$901M
(+5.2%)
Cap. Flow
-$17.4M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
59.97%
Holding
282
New
31
Increased
73
Reduced
97
Closed
20
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$40.9M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$20.9M |
| 3 |
AbbVie
ABBV
|
$1.93M |
| 4 |
Oracle
ORCL
|
$1.91M |
| 5 |
VMW
VMware, Inc
VMW
|
$1.85M |
Sector Composition
| 1 | Utilities | 15.06% |
| 2 | Technology | 7.25% |
| 3 | Financials | 6.94% |
| 4 | Healthcare | 3.28% |
| 5 | Industrials | 3.17% |