SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.35M
3
+$3.06M
4
WPC icon
W.P. Carey
WPC
+$2.43M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Top Sells

1
+$7.68M
2
+$2.83M
3
+$2.12M
4
PLTR icon
Palantir
PLTR
+$1.95M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.68M

Sector Composition

1 Utilities 13.12%
2 Technology 11.04%
3 Financials 8.63%
4 Consumer Discretionary 2.93%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.14%
51,590
+20,576
77
$1.63M 0.13%
16,152
+28
78
$1.62M 0.13%
43,405
79
$1.61M 0.13%
4,405
-90
80
$1.61M 0.13%
8,971
-373
81
$1.6M 0.13%
9,545
-239
82
$1.59M 0.13%
26,048
-1,588
83
$1.53M 0.12%
10,981
+80
84
$1.48M 0.12%
4,749
-29
85
$1.47M 0.12%
242,494
+8,251
86
$1.43M 0.11%
8,392
+3
87
$1.41M 0.11%
+4,046
88
$1.39M 0.11%
6,709
+36
89
$1.36M 0.11%
6,474
-581
90
$1.33M 0.1%
11,110
+10
91
$1.31M 0.1%
15,472
-23,049
92
$1.29M 0.1%
9,059
+12
93
$1.27M 0.1%
5,458
+71
94
$1.27M 0.1%
3,860
+5
95
$1.16M 0.09%
4,666
+13
96
$1.14M 0.09%
4,212
-665
97
$1.14M 0.09%
27,962
98
$1.07M 0.08%
6,967
-165
99
$1.07M 0.08%
7,146
-2,923
100
$1.02M 0.08%
8,353
-330
2 3
4
5 6