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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
$1.44B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.94M
3
+$2.93M
4
SCHQ
Schwab Long-Term US Treasury ETF
SCHQ
+$2.69M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.72M

Top Sells

1
+$15.8M
2
+$2.49M
3
+$2.07M
4
FIW icon
First Trust Water ETF
FIW
+$1.76M
5
NFLX icon
Netflix
NFLX
+$959K

Sector Composition

1 Technology 12.64%
2 Utilities 12.5%
3 Financials 7.63%
4 Consumer Discretionary 3.13%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$212K 0.01%
+1,020
277
$211K 0.01%
2,522
+506
278
$209K 0.01%
+8,463
279
$206K 0.01%
1,120
-155
280
$205K 0.01%
+1,627
281
$205K 0.01%
+2,095
282
$204K 0.01%
2,432
+31
283
$203K 0.01%
+600
284
$203K 0.01%
1,034
-60
285
$202K 0.01%
2,012
+2
286
$202K 0.01%
+1,056
287
$182K 0.01%
11,126
-9,406
288
$164K 0.01%
10,185
+185
289
$162K 0.01%
10,000
290
$159K 0.01%
12,680
291
$155K 0.01%
93,480
292
$154K 0.01%
25,031
293
$150K 0.01%
14,213
294
$150K 0.01%
13,526
295
$149K 0.01%
13,049
296
$149K 0.01%
12,709
297
$144K 0.01%
14,312
298
$142K 0.01%
20,753
299
$142K 0.01%
12,093
300
$118K 0.01%
10,129
9 10 11
12
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