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
$973M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.74M
3
+$2.85M
4
AAPL icon
Apple
AAPL
+$2.28M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.16M

Top Sells

1
+$1.9M
2
+$1.66M
3
+$1.33M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$876K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$839K

Sector Composition

1 Utilities 11.93%
2 Technology 9.71%
3 Financials 7.45%
4 Consumer Discretionary 3.65%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 0.5%
90,670
+2,671
27
$4.81M 0.49%
20,895
+833
28
$4.47M 0.46%
233,403
+11,618
29
$4.39M 0.45%
186,852
+7,308
30
$4.37M 0.45%
23,645
+158
31
$4.36M 0.45%
98,441
+3,880
32
$4.15M 0.43%
127,984
+9,321
33
$3.87M 0.4%
10,815
-38
34
$3.71M 0.38%
18,306
+1,171
35
$3.7M 0.38%
219,501
-1,530
36
$3.6M 0.37%
295,423
+9,515
37
$3.41M 0.35%
23,470
-231
38
$3.38M 0.35%
45,753
+1,680
39
$3.34M 0.34%
19,809
+244
40
$3.3M 0.34%
42,060
+2,852
41
$3.28M 0.34%
35,928
+1,659
42
$3.23M 0.33%
10,746
-442
43
$3.09M 0.32%
30,007
+129
44
$3.02M 0.31%
4,668
+271
45
$3.01M 0.31%
12,010
+2,811
46
$2.98M 0.31%
23,145
-526
47
$2.95M 0.3%
17,217
+27
48
$2.94M 0.3%
53,468
+3,633
49
$2.86M 0.29%
5,652
+131
50
$2.7M 0.28%
20,671
-263
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