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
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.86M
3
+$1.56M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.1M

Top Sells

1
+$2.43M
2
+$1.78M
3
+$1.41M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.3M
5
CVS icon
CVS Health
CVS
+$1.28M

Sector Composition

1 Utilities 11.76%
2 Technology 10.49%
3 Financials 7.1%
4 Consumer Discretionary 3.79%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.27%
64,776
+16,653
52
$2.89M 0.27%
19,367
-442
53
$2.88M 0.27%
20,638
-33
54
$2.82M 0.26%
114,581
-72,271
55
$2.67M 0.25%
66,405
56
$2.63M 0.24%
197,420
-98,003
57
$2.59M 0.24%
15,235
+237
58
$2.48M 0.23%
42,473
+2,970
59
$2.3M 0.21%
3,483
+109
60
$2.25M 0.21%
13,266
-827
61
$2.2M 0.2%
14,017
-255
62
$2.19M 0.2%
+24,008
63
$2.03M 0.19%
3,483
+447
64
$1.99M 0.18%
11,681
+3,173
65
$1.96M 0.18%
57,030
-2,858
66
$1.9M 0.18%
4,349
+406
67
$1.89M 0.18%
66,144
-568
68
$1.88M 0.17%
14,390
-4,564
69
$1.86M 0.17%
+28,933
70
$1.86M 0.17%
5,379
+127
71
$1.86M 0.17%
10,235
+2
72
$1.85M 0.17%
61,969
+831
73
$1.67M 0.15%
16,702
+484
74
$1.64M 0.15%
17,268
+111
75
$1.6M 0.15%
31,192
-1,488
1 2
3
4 5