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
$602M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$28.3M
3
+$6.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.76M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$2.53M

Top Sells

1
+$8.99B
2
+$24.5M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M
5
AMT icon
American Tower
AMT
+$2.74M

Sector Composition

1 Utilities 15.77%
2 Financials 9.83%
3 Technology 2.84%
4 Energy 1.96%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.36%
26,294
+185
27
$1.83M 0.3%
20,331
-1,425
28
$1.8M 0.3%
114,495
-4,500
29
$1.72M 0.29%
+32,620
30
$1.63M 0.27%
90,450
+1,060
31
$1.55M 0.26%
26,460
+4,180
32
$1.53M 0.25%
25,557
-1,644
33
$1.5M 0.25%
48,358
34
$1.41M 0.23%
8,119
-345
35
$1.36M 0.23%
11,008
+463
36
$1.32M 0.22%
11,555
-440
37
$1.23M 0.2%
15,804
-923
38
$1.22M 0.2%
14,251
+312
39
$1.16M 0.19%
11,180
-385
40
$1.14M 0.19%
24,090
+282
41
$1.12M 0.19%
38,125
-25,562
42
$1.08M 0.18%
20,250
-860
43
$1.06M 0.18%
7,559
+808
44
$1.03M 0.17%
19,201
-1,047
45
$985K 0.16%
+6,020
46
$934K 0.16%
17,020
47
$916K 0.15%
12,830
+685
48
$906K 0.15%
8,476
+40
49
$851K 0.14%
8,861
50
$851K 0.14%
16,071
+933
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