SWA
SFMG Wealth Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+2.31%
1 Year Return
+15.75%
3 Year Return
+62.88%
5 Year Return
+98.38%
10 Year Return
+241.03%
AUM
$739M
AUM Growth
+$739M
(+0.23%)
Cap. Flow
+$3.28M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
74.25%
Holding
163
New
7
Increased
46
Reduced
49
Closed
7
Top Buys
| 1 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$16.1M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.93M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$2.12M |
| 4 |
CFB
CrossFirst Bankshares, Inc. Common Stock
CFB
|
$1.52M |
| 5 |
Pfizer
PFE
|
$1.35M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$12M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$7.67M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$1.73M |
| 4 |
Alerian MLP ETF
AMLP
|
$1.46M |
| 5 |
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% |
