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
$1.16B
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.54M
3
+$4.22M
4
DOC icon
Healthpeak Properties
DOC
+$2.73M
5
MCK icon
McKesson
MCK
+$1.16M

Top Sells

1
+$4.49M
2
+$4.03M
3
+$2.82M
4
MRK icon
Merck
MRK
+$2.8M
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$2.63M

Sector Composition

1 Technology 10.85%
2 Utilities 10.85%
3 Financials 7.37%
4 Consumer Discretionary 3.9%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.28%
64,618
-158
52
$3.15M 0.27%
171,981
+1,326
53
$3.13M 0.27%
66,405
54
$3.13M 0.27%
55,549
-533
55
$3.03M 0.26%
20,108
-530
56
$3M 0.26%
18,989
-378
57
$2.99M 0.26%
14,534
-1,788
58
$2.6M 0.22%
40,596
-1,877
59
$2.54M 0.22%
3,471
-12
60
$2.37M 0.2%
3,042
-441
61
$2.27M 0.2%
14,344
+327
62
$2.26M 0.19%
12,928
-338
63
$2.26M 0.19%
62,052
+83
64
$2.16M 0.19%
4,498
+149
65
$2.11M 0.18%
5,491
+112
66
$2.08M 0.18%
11,812
-162
67
$2.05M 0.18%
11,746
+65
68
$1.97M 0.17%
9,247
-988
69
$1.91M 0.16%
65,234
-910
70
$1.9M 0.16%
16,387
-315
71
$1.81M 0.16%
13,789
-601
72
$1.77M 0.15%
17,310
+42
73
$1.7M 0.15%
13,376
+7
74
$1.63M 0.14%
5,220
+3
75
$1.6M 0.14%
29,467
-1,725
1 2
3
4 5