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
$602M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$28.3M
3
+$6.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.76M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$2.53M

Top Sells

1
+$8.99B
2
+$24.5M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M
5
AMT icon
American Tower
AMT
+$2.74M

Sector Composition

1 Utilities 15.77%
2 Financials 9.83%
3 Technology 2.84%
4 Energy 1.96%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$355K 0.06%
1,809
+6
102
$348K 0.06%
6,684
-85
103
$337K 0.06%
5,150
104
$310K 0.05%
2,581
-190
105
$304K 0.05%
1,193
+1
106
$303K 0.05%
3,295
+217
107
$295K 0.05%
7,693
+227
108
$291K 0.05%
13,008
109
$289K 0.05%
4,776
-122
110
$288K 0.05%
1,669
+232
111
$279K 0.05%
4,705
-82
112
$269K 0.04%
4,677
+11
113
$265K 0.04%
7,027
-4,342
114
$265K 0.04%
1,802
115
$263K 0.04%
7,640
+636
116
$258K 0.04%
416
117
$255K 0.04%
1,667
118
$254K 0.04%
+2,731
119
$252K 0.04%
16,927
120
$247K 0.04%
+1,870
121
$241K 0.04%
1,619
122
$240K 0.04%
3,521
-46
123
$239K 0.04%
3,969
124
$236K 0.04%
8,008
+8
125
$236K 0.04%
2,905
3 4
5
6 7