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
$739M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.93M
3
+$2.12M
4
CFB
CrossFirst Bankshares, Inc. Common Stock
CFB
+$1.52M
5
PFE icon
Pfizer
PFE
+$1.35M

Top Sells

1
+$12M
2
+$7.67M
3
+$1.73M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.46M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Sector Composition

1 Utilities 18.32%
2 Financials 7.32%
3 Technology 3.06%
4 Consumer Discretionary 1.99%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.31%
73,185
-761
27
$2.23M 0.3%
52,378
28
$2.23M 0.3%
31,603
-2,673
29
$2.06M 0.28%
27,243
+9,293
30
$1.87M 0.25%
25,220
+7,226
31
$1.77M 0.24%
14,935
+4,224
32
$1.71M 0.23%
15,219
-93
33
$1.71M 0.23%
50,022
+39,551
34
$1.63M 0.22%
9,485
+3,221
35
$1.6M 0.22%
8,324
+2,920
36
$1.6M 0.22%
18,615
+6,559
37
$1.52M 0.21%
+106,536
38
$1.5M 0.2%
15,955
+6,424
39
$1.44M 0.2%
9,319
+3,716
40
$1.44M 0.19%
3,780
-97
41
$1.43M 0.19%
7,589
-102
42
$1.41M 0.19%
15,602
-598
43
$1.38M 0.19%
43,135
+8,135
44
$1.36M 0.18%
28,773
+10,697
45
$1.36M 0.18%
37,127
+13,410
46
$1.26M 0.17%
69,900
+29,870
47
$1.23M 0.17%
10,440
+60
48
$1.22M 0.16%
8,008
49
$1.21M 0.16%
7,237
50
$1.2M 0.16%
5,178
+95
1
2
3 4 5