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
$1.24B
AUM Growth
+$789M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$72.8M
3
+$64.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$59.9M
5
ATO icon
Atmos Energy
ATO
+$57.5M

Top Sells

1
+$25.1M
2
+$13.5M
3
+$1.47M
4
PAYX icon
Paychex
PAYX
+$1.46M
5
NOV icon
NOV
NOV
+$1.21M

Sector Composition

1 Utilities 8.91%
2 Energy 3.57%
3 Technology 2.6%
4 Financials 1.83%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$525K 0.04%
+12,012
102
$524K 0.04%
+3,276
103
$507K 0.04%
13,736
+6,868
104
$488K 0.04%
+17,722
105
$471K 0.04%
39,460
+20,830
106
$470K 0.04%
10,000
+5,000
107
$469K 0.04%
14,800
+6,200
108
$441K 0.04%
7,307
+3,880
109
$441K 0.04%
+4,068
110
$430K 0.03%
+14,160
111
$422K 0.03%
+5,250
112
$422K 0.03%
38,164
+21,724
113
$421K 0.03%
+6,000
114
$411K 0.03%
+16,613
115
$407K 0.03%
+5,260
116
$407K 0.03%
+7,427
117
$403K 0.03%
+7,314
118
$400K 0.03%
+2,664
119
$394K 0.03%
1,377
+688
120
$381K 0.03%
+13,893
121
$368K 0.03%
+2,624
122
$365K 0.03%
+11,051
123
$347K 0.03%
+12,420
124
$346K 0.03%
+3,126
125
$329K 0.03%
+12,839
3 4
5
6 7