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
$739M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.93M
3
+$2.12M
4
CFB
CrossFirst Bankshares, Inc. Common Stock
CFB
+$1.52M
5
PFE icon
Pfizer
PFE
+$1.35M

Top Sells

1
+$12M
2
+$7.67M
3
+$1.73M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.46M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.18M

Sector Composition

1 Utilities 18.32%
2 Financials 7.32%
3 Technology 3.06%
4 Consumer Discretionary 1.99%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.03%
+5,682
127
$246K 0.03%
1,619
128
$244K 0.03%
1,582
129
$241K 0.03%
8,246
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130
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131
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+11,250
132
$239K 0.03%
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133
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134
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+217
135
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136
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1,075
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137
$229K 0.03%
896
138
$225K 0.03%
547
139
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+4,159
140
$217K 0.03%
2,706
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141
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142
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143
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144
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145
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146
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147
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148
$159K 0.02%
17,622
149
$148K 0.02%
28,607
+3,737
150
$96K 0.01%
7,011
+1,040
3 4 5
6
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