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
$250M
AUM Growth
-$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$10.4M
3 +$10.1M
4
IYH icon
iShares US Healthcare ETF
IYH
+$9.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.5M

Top Sells

1 +$14.9M
2 +$11.4M
3 +$11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.48M

Sector Composition

1 Utilities 12.71%
2 Energy 6.09%
3 Technology 2.72%
4 Consumer Staples 1.15%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,678
77
-131,771
78
-68,432
79
-195,713
80
-19,000
81
-6,829