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
$1.03B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Sells

1 +$12.9M
2 +$5.91M
3 +$3.04M
4
VOD icon
Vodafone
VOD
+$1.26M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.23M

Sector Composition

1 Utilities 13.49%
2 Technology 9.34%
3 Financials 5.96%
4 Healthcare 3.95%
5 Consumer Discretionary 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,334
302
-6,782
303
-6,975
304
-2,164