SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.35M
3
+$3.06M
4
WPC icon
W.P. Carey
WPC
+$2.43M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Top Sells

1
+$7.68M
2
+$2.83M
3
+$2.12M
4
PLTR icon
Palantir
PLTR
+$1.95M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.68M

Sector Composition

1 Utilities 13.12%
2 Technology 11.04%
3 Financials 8.63%
4 Consumer Discretionary 2.93%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.08%
16,825
+781
102
$999K 0.08%
7,299
+62
103
$985K 0.08%
4,036
+67
104
$933K 0.07%
3,054
+13
105
$919K 0.07%
33,211
+2,500
106
$914K 0.07%
9,842
+2,142
107
$913K 0.07%
+26,655
108
$910K 0.07%
5,733
+470
109
$905K 0.07%
12,635
+101
110
$895K 0.07%
7,333
+56
111
$884K 0.07%
7,592
112
$859K 0.07%
1,641
-230
113
$854K 0.07%
17,011
114
$788K 0.06%
2,340
-112
115
$777K 0.06%
1,143
+5
116
$763K 0.06%
8,502
+165
117
$741K 0.06%
7,463
+394
118
$724K 0.06%
3,422
-98
119
$722K 0.06%
38,838
+1,612
120
$719K 0.06%
21,055
+309
121
$707K 0.06%
2,271
+9
122
$698K 0.06%
1,487
+159
123
$691K 0.05%
4,514
124
$688K 0.05%
4,801
+32
125
$688K 0.05%
24,313
+2,172
3 4
5
6 7