SWA
SFMG Wealth Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+1.31%
1 Year Return
+15.75%
3 Year Return
+62.88%
5 Year Return
+98.38%
10 Year Return
+241.03%
AUM
$1.24B
AUM Growth
+$1.24B
(+175%)
Cap. Flow
+$783M
Cap. Flow
% of AUM
63.26%
Top 10 Holdings %
Top 10 Hldgs %
70.48%
Holding
192
New
69
Increased
103
Reduced
3
Closed
15
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$82M |
| 2 |
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
|
$72.8M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$64.9M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$59.9M |
| 5 |
Atmos Energy
ATO
|
$57.5M |
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
$25.1M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$13.5M |
| 3 |
Novartis
NVS
|
$1.47M |
| 4 |
Paychex
PAYX
|
$1.46M |
| 5 |
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% |
