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
$973M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.74M
3
+$2.85M
4
AAPL icon
Apple
AAPL
+$2.28M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.16M

Top Sells

1
+$1.9M
2
+$1.66M
3
+$1.33M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$876K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$839K

Sector Composition

1 Utilities 11.93%
2 Technology 9.71%
3 Financials 7.45%
4 Consumer Discretionary 3.65%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.14%
8,508
+3,730
77
$1.28M 0.13%
18,402
+12
78
$1.22M 0.13%
61,138
+1,595
79
$1.18M 0.12%
7,941
+247
80
$1.18M 0.12%
4,476
-272
81
$1.17M 0.12%
5,653
-942
82
$1.16M 0.12%
7,923
-1,010
83
$1.13M 0.12%
184,454
+3,277
84
$1.11M 0.11%
5,222
+113
85
$1.1M 0.11%
3,852
+13
86
$983K 0.1%
11,830
-1,260
87
$954K 0.1%
6,660
-12
88
$949K 0.1%
4,985
-79
89
$910K 0.09%
56,880
+32,398
90
$903K 0.09%
3,594
-29
91
$830K 0.09%
9,344
-439
92
$795K 0.08%
6,575
+660
93
$795K 0.08%
6,890
+73
94
$793K 0.08%
2,101
+180
95
$783K 0.08%
2,548
+53
96
$779K 0.08%
13,915
-371
97
$770K 0.08%
94,100
98
$765K 0.08%
10,966
-3,215
99
$739K 0.08%
14,669
-1,415
100
$709K 0.07%
33,278
2 3
4
5 6