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
51
$1.16M 0.16%
8,343
52
$1.15M 0.16%
40,231
-14,801
53
$1.06M 0.14%
8,223
-462
54
$1.01M 0.14%
16,762
-878
55
$1M 0.14%
13,279
56
$941K 0.13%
9,993
-900
57
$935K 0.13%
71,718
-5,985
58
$884K 0.12%
31,714
59
$850K 0.12%
29,735
60
$847K 0.11%
9,253
61
$832K 0.11%
15,793
62
$830K 0.11%
13,620
+400
63
$814K 0.11%
12,280
-427
64
$765K 0.1%
16,988
65
$757K 0.1%
3,653
+2
66
$747K 0.1%
3,258
+21
67
$742K 0.1%
9,375
68
$729K 0.1%
13,384
-5,302
69
$718K 0.1%
6,074
70
$701K 0.09%
2,435
-4
71
$681K 0.09%
17,226
+771
72
$676K 0.09%
32,599
73
$668K 0.09%
10,940
74
$650K 0.09%
+4,302
75
$637K 0.09%
12,889
+3,373
1 2
3
4 5