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
$1.24B
AUM Growth
+$789M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$72.8M
3
+$64.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$59.9M
5
ATO icon
Atmos Energy
ATO
+$57.5M

Top Sells

1
+$25.1M
2
+$13.5M
3
+$1.47M
4
PAYX icon
Paychex
PAYX
+$1.46M
5
NOV icon
NOV
NOV
+$1.21M

Sector Composition

1 Utilities 8.91%
2 Energy 3.57%
3 Technology 2.6%
4 Financials 1.83%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.03%
4,784
+1,392
127
$325K 0.03%
20,380
+9,727
128
$319K 0.03%
+1,570
129
$317K 0.03%
+4,848
130
$313K 0.03%
+7,236
131
$310K 0.03%
+7,600
132
$302K 0.02%
+2,820
133
$297K 0.02%
3,557
-6,999
134
$295K 0.02%
+5,208
135
$290K 0.02%
+8,613
136
$290K 0.02%
+14,125
137
$286K 0.02%
+7,131
138
$282K 0.02%
+3,865
139
$281K 0.02%
+6,000
140
$273K 0.02%
+3,969
141
$269K 0.02%
+5,163
142
$268K 0.02%
+3,160
143
$263K 0.02%
+17,586
144
$262K 0.02%
+14,100
145
$262K 0.02%
+3,936
146
$261K 0.02%
+4,000
147
$259K 0.02%
+3,300
148
$258K 0.02%
+7,360
149
$256K 0.02%
+16,630
150
$254K 0.02%
1,533
+230
4 5
6
7 8