We are live on ! Find out more
SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$7.03M
3
+$4.54M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.51M
5
SCHQ
Schwab Long-Term US Treasury ETF
SCHQ
+$1.22M

Top Sells

1
+$114M
2
+$5.31M
3
+$4.2M
4
ATO icon
Atmos Energy
ATO
+$2.39M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.34M

Sector Composition

1 Utilities 12.23%
2 Technology 11.66%
3 Financials 8.24%
4 Consumer Discretionary 3.09%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K ﹤0.01%
3,385
277
– –
-2,802
278
– –
-2,500
279
– –
-3,252
280
– –
-38,000
281
– –
-7,636
282
– –
-1,981
283
– –
-1,365
284
– –
-4,638
285
– –
-10,349
286
– –
-4,952
287
– –
-8,502
288
– –
-2,901
289
– –
-10,702
290
– –
-1,710
291
– –
-30,000
292
– –
-12,720
293
– –
-504
294
– –
-4,377
295
– –
-5,007
296
– –
-11,009
297
– –
-11,062
298
– –
-7,858
299
– –
-1,748
8 9 10 11
12