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
$789M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.36M
3
+$2.27M
4
AAPL icon
Apple
AAPL
+$2.11M
5
ATO icon
Atmos Energy
ATO
+$1.92M

Top Sells

1
+$13.1M
2
+$8.47M
3
+$5.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.71M
5
LFEQ icon
VanEck Long/Flat Trend ETF
LFEQ
+$2.28M

Sector Composition

1 Utilities 15.28%
2 Technology 7.55%
3 Financials 6.51%
4 Healthcare 3.43%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$500K 0.06%
+2,538
127
$492K 0.06%
7,200
-6,331
128
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4,071
+167
129
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130
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131
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+8,290
132
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1,323
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133
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134
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9,038
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135
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136
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137
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138
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139
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140
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141
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142
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144
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817
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145
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33,422
146
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147
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148
$379K 0.05%
5,528
149
$377K 0.05%
3,167
150
$376K 0.05%
+1,690
4 5
6
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