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
$789M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.36M
3
+$2.27M
4
AAPL icon
Apple
AAPL
+$2.11M
5
ATO icon
Atmos Energy
ATO
+$1.92M

Top Sells

1
+$13.1M
2
+$8.47M
3
+$5.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.71M
5
LFEQ icon
VanEck Long/Flat Trend ETF
LFEQ
+$2.28M

Sector Composition

1 Utilities 15.28%
2 Technology 7.55%
3 Financials 6.51%
4 Healthcare 3.43%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$741K 0.09%
5,950
+2,040
102
$732K 0.09%
3,412
+42
103
$728K 0.09%
19,414
+1,895
104
$726K 0.09%
28,456
105
$714K 0.09%
15,320
+2,370
106
$689K 0.09%
3,542
107
$667K 0.08%
2,900
+505
108
$654K 0.08%
3,882
+1,791
109
$653K 0.08%
11,205
+2,321
110
$641K 0.08%
7,000
111
$610K 0.08%
3,023
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112
$591K 0.07%
+2,263
113
$591K 0.07%
2,356
+798
114
$586K 0.07%
6,284
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115
$585K 0.07%
39,057
116
$554K 0.07%
4,738
117
$552K 0.07%
3,193
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118
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2,528
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119
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3,350
120
$542K 0.07%
7,500
121
$539K 0.07%
3,866
+33
122
$534K 0.07%
1,000
123
$520K 0.07%
13,497
+801
124
$519K 0.07%
2,491
+1,228
125
$514K 0.07%
7,027
+52
3 4
5
6 7