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
$1.01B
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.64M
3
+$4.54M
4
FDX icon
FedEx
FDX
+$1.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.65M

Top Sells

1
+$19.1M
2
+$7.11M
3
+$3.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.26M
5
ABBV icon
AbbVie
ABBV
+$1.93M

Sector Composition

1 Utilities 14.9%
2 Technology 9.19%
3 Financials 6.71%
4 Healthcare 3.42%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$846K 0.08%
6,201
-183
102
$833K 0.08%
4,890
+64
103
$830K 0.08%
17,981
-425
104
$821K 0.08%
3,564
-7
105
$792K 0.08%
+12,902
106
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28,606
-2,312
107
$747K 0.07%
2,874
-82
108
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2,736
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109
$734K 0.07%
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-1
110
$730K 0.07%
2,166
-167
111
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6,129
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112
$714K 0.07%
3,331
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113
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5,454
+3
114
$690K 0.07%
5,305
-99
115
$677K 0.07%
94,100
-9,500
116
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6,671
117
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2,293
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118
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2,322
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119
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4,578
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120
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7,000
121
$639K 0.06%
33,180
122
$637K 0.06%
4,788
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123
$635K 0.06%
10,737
+4,546
124
$628K 0.06%
7,700
125
$627K 0.06%
8,213
-501
3 4
5
6 7