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
51
$1.96M 0.25%
44,104
+36,441
52
$1.91M 0.24%
31,437
+24,615
53
$1.81M 0.23%
14,213
+3,775
54
$1.78M 0.23%
13,971
-533
55
$1.76M 0.22%
10,963
+5,446
56
$1.75M 0.22%
7,990
+1,713
57
$1.69M 0.21%
7,191
+261
58
$1.62M 0.2%
6,083
+971
59
$1.59M 0.2%
9,872
-1,188
60
$1.57M 0.2%
8,656
+1,403
61
$1.53M 0.19%
27,979
+6,853
62
$1.37M 0.17%
11,427
-83
63
$1.35M 0.17%
43,205
64
$1.34M 0.17%
+42,165
65
$1.33M 0.17%
15,140
+2,620
66
$1.29M 0.16%
20,946
-15,881
67
$1.24M 0.16%
8,910
+1,169
68
$1.2M 0.15%
13,279
69
$1.17M 0.15%
42,819
-5,580
70
$1.16M 0.15%
+4,890
71
$1.12M 0.14%
1,547
+188
72
$1.09M 0.14%
10,172
+1,039
73
$1.06M 0.13%
15,406
+100
74
$1.05M 0.13%
16,140
+192
75
$1.04M 0.13%
4,447
+1,005
1 2
3
4 5