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
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.86M
3 +$1.56M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.1M

Top Sells

1 +$2.43M
2 +$1.78M
3 +$1.41M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.3M
5
CVS icon
CVS Health
CVS
+$1.28M

Sector Composition

1 Utilities 11.76%
2 Technology 10.49%
3 Financials 7.1%
4 Consumer Discretionary 3.79%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-378
277
-6,036