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
$602M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$28.3M
3
+$6.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.76M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$2.53M

Top Sells

1
+$8.99B
2
+$24.5M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M
5
AMT icon
American Tower
AMT
+$2.74M

Sector Composition

1 Utilities 15.77%
2 Financials 9.83%
3 Technology 2.84%
4 Energy 1.96%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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4,660
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82
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83
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84
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91
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97
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100
$361K 0.06%
1,879
2 3
4
5 6