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
$617M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$4.36M
3
+$1.92M
4
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$1.79M
5
ATO icon
Atmos Energy
ATO
+$1.62M

Top Sells

1
+$59M
2
+$2.51M
3
+$2.17M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$867K
5
CELG
Celgene Corp
CELG
+$682K

Sector Composition

1 Utilities 16.02%
2 Financials 9.24%
3 Technology 3.06%
4 Healthcare 2.31%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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84
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98
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99
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100
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3,148
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2 3
4
5 6