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
$1.16B
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.54M
3
+$4.22M
4
DOC icon
Healthpeak Properties
DOC
+$2.73M
5
MCK icon
McKesson
MCK
+$1.16M

Top Sells

1
+$4.49M
2
+$4.03M
3
+$2.82M
4
MRK icon
Merck
MRK
+$2.8M
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$2.63M

Sector Composition

1 Technology 10.85%
2 Utilities 10.85%
3 Financials 7.37%
4 Consumer Discretionary 3.9%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13.8K ﹤0.01%
+10,356
277
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278
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-764
279
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-24,008
280
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281
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282
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-7,123
283
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-3,352
284
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-569
285
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-28,933
286
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287
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-5,499
288
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-10,087
289
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-114,581
290
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-197,420
8 9 10 11
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