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
$739M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.93M
3
+$2.12M
4
CFB
CrossFirst Bankshares, Inc. Common Stock
CFB
+$1.52M
5
PFE icon
Pfizer
PFE
+$1.35M

Top Sells

1
+$12M
2
+$7.67M
3
+$1.73M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.46M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Sector Composition

1 Utilities 18.32%
2 Financials 7.32%
3 Technology 3.06%
4 Consumer Discretionary 1.99%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$403K 0.05%
30,797
+14
102
$401K 0.05%
61,747
+54,028
103
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104
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3,027
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106
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107
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108
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109
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110
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2,226
111
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8,765
-55
112
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113
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12,235
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114
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74,880
+12,000
115
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2,259
116
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117
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119
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120
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121
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122
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123
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124
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680
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125
$265K 0.04%
4,814
3 4
5
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