SWA
SFMG Wealth Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
-0.3%
1 Year Return
+15.75%
3 Year Return
+62.88%
5 Year Return
+98.38%
10 Year Return
+241.03%
AUM
$1.27B
AUM Growth
+$1.27B
(-0.1%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
64.08%
Holding
298
New
25
Increased
119
Reduced
84
Closed
14
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$16.2M |
| 2 |
Zoetis
ZTS
|
$3.35M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$3.06M |
| 4 |
W.P. Carey
WPC
|
$2.43M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$2.4M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$7.68M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.83M |
| 3 |
Kinder Morgan
KMI
|
$2.12M |
| 4 |
Palantir
PLTR
|
$1.95M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.68M |
Sector Composition
| 1 | Utilities | 13.12% |
| 2 | Technology | 11.04% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 2.93% |
| 5 | Industrials | 2.5% |
