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
$602M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$28.3M
3
+$6.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.76M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$2.53M

Top Sells

1
+$8.99B
2
+$24.5M
3
+$4.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M
5
AMT icon
American Tower
AMT
+$2.74M

Sector Composition

1 Utilities 15.77%
2 Financials 9.83%
3 Technology 2.84%
4 Energy 1.96%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.04%
2,466
-583
127
$222K 0.04%
+1,000
128
$222K 0.04%
+2,123
129
$218K 0.04%
5,714
-1,246
130
$212K 0.04%
+4,004
131
$209K 0.03%
+2,226
132
$208K 0.03%
4,331
-819
133
$205K 0.03%
+1,007
134
$204K 0.03%
+1,978
135
$203K 0.03%
2,800
+2
136
$203K 0.03%
+1,383
137
$203K 0.03%
+2,204
138
$201K 0.03%
9,705
139
$187K 0.03%
+10,417
140
$115K 0.02%
+11,994
141
$108K 0.02%
10,461
142
$79K 0.01%
+370
143
$70K 0.01%
989
144
– –
0
145
$38K 0.01%
10,000
146
$38K 0.01%
11,908
147
$25K ﹤0.01%
10,000
148
– –
-20,055
149
– –
-9,535
150
– –
-6,494
3 4 5
6
7