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
$789M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.36M
3
+$2.27M
4
AAPL icon
Apple
AAPL
+$2.11M
5
ATO icon
Atmos Energy
ATO
+$1.92M

Top Sells

1
+$13.1M
2
+$8.47M
3
+$5.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.71M
5
LFEQ icon
VanEck Long/Flat Trend ETF
LFEQ
+$2.28M

Sector Composition

1 Utilities 15.28%
2 Technology 7.55%
3 Financials 6.51%
4 Healthcare 3.43%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.47%
47,246
+4,401
27
$3.57M 0.45%
25,825
-140
28
$3.54M 0.45%
11,277
+1,475
29
$3.49M 0.44%
32,607
+1,718
30
$3.44M 0.44%
193,130
-200
31
$3.4M 0.43%
12,463
+299
32
$3.31M 0.42%
68,925
+18,840
33
$3.15M 0.4%
192,304
+103,555
34
$3.12M 0.4%
35,640
+6,920
35
$3.02M 0.38%
81,938
+5,511
36
$3M 0.38%
80,804
+126
37
$2.82M 0.36%
13,269
+5,024
38
$2.81M 0.36%
32,559
+8,863
39
$2.79M 0.35%
44,919
-223
40
$2.78M 0.35%
53,005
+24,256
41
$2.69M 0.34%
+73,387
42
$2.51M 0.32%
82,080
+900
43
$2.4M 0.31%
21,760
+13
44
$2.27M 0.29%
+82,640
45
$2.21M 0.28%
32,417
-601
46
$2.21M 0.28%
37,302
-210
47
$2.17M 0.27%
9,903
+2,428
48
$2.1M 0.27%
161,240
+76,880
49
$2.09M 0.27%
10,255
+3,769
50
$1.99M 0.25%
12,619
+3,436
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