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
51
$829K 0.14%
2,812
+201
52
$819K 0.14%
+7,851
53
$815K 0.14%
27,732
+4,773
54
$806K 0.13%
15,787
55
$802K 0.13%
7,332
-190
56
$741K 0.12%
61,748
57
$741K 0.12%
+13,405
58
$712K 0.12%
+16,820
59
$692K 0.11%
3,652
+533
60
$679K 0.11%
25,618
+76
61
$673K 0.11%
32,599
+84
62
$663K 0.11%
+17,410
63
$649K 0.11%
16,988
64
$604K 0.1%
15,000
65
$585K 0.1%
4,669
-29
66
$571K 0.09%
4,882
67
$563K 0.09%
32,000
68
$553K 0.09%
+53,803
69
$531K 0.09%
2,402
-7
70
$511K 0.08%
4,750
+501
71
$511K 0.08%
5,850
72
$498K 0.08%
10,844
-29
73
$494K 0.08%
12,972
-749
74
$470K 0.08%
4,117
75
$460K 0.08%
3,810
+57
1 2
3
4 5