SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.7M
3 +$1.51M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M
5
AAPL icon
Apple
AAPL
+$1.05M

Top Sells

1 +$2.43M
2 +$1.66M
3 +$1.41M
4
CVS icon
CVS Health
CVS
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.2M

Sector Composition

1 Utilities 11.76%
2 Technology 10.49%
3 Financials 7.09%
4 Consumer Discretionary 3.79%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-10,000
277
-41,410