SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$5.6M
3
+$4.87M
4
FDX icon
FedEx
FDX
+$1.69M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.64M

Top Sells

1
+$18.8M
2
+$6.5M
3
+$3.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M
5
KR icon
Kroger
KR
+$1.92M

Sector Composition

1 Utilities 14.9%
2 Technology 9.19%
3 Financials 6.71%
4 Healthcare 3.42%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
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