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
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.86M
3
+$1.56M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.1M

Top Sells

1
+$2.43M
2
+$1.78M
3
+$1.41M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.3M
5
CVS icon
CVS Health
CVS
+$1.28M

Sector Composition

1 Utilities 11.76%
2 Technology 10.49%
3 Financials 7.1%
4 Consumer Discretionary 3.79%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.14%
+52,789
77
$1.54M 0.14%
5,181
+705
78
$1.48M 0.14%
12,179
+5,604
79
$1.44M 0.13%
13,369
80
$1.35M 0.13%
37,045
-10,921
81
$1.33M 0.12%
11,950
+120
82
$1.26M 0.12%
5,657
+4
83
$1.26M 0.12%
5,217
-5
84
$1.19M 0.11%
8,130
+207
85
$1.16M 0.11%
7,512
-429
86
$1.15M 0.11%
3,857
+5
87
$1.1M 0.1%
6,669
+9
88
$1.09M 0.1%
181,460
-2,994
89
$1.01M 0.09%
2,068
-33
90
$974K 0.09%
2,775
+227
91
$911K 0.08%
32,711
-567
92
$882K 0.08%
51,369
-5,511
93
$864K 0.08%
3,574
-20
94
$845K 0.08%
7,092
+202
95
$817K 0.08%
4,312
-673
96
$806K 0.07%
8,587
-757
97
$805K 0.07%
4,603
+633
98
$799K 0.07%
4,885
-166
99
$794K 0.07%
13,860
-809
100
$776K 0.07%
10,548
-418
2 3
4
5 6