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
$1.01B
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.64M
3
+$4.54M
4
FDX icon
FedEx
FDX
+$1.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.65M

Top Sells

1
+$19.1M
2
+$7.11M
3
+$3.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.26M
5
ABBV icon
AbbVie
ABBV
+$1.93M

Sector Composition

1 Utilities 14.9%
2 Technology 9.19%
3 Financials 6.71%
4 Healthcare 3.42%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$621K 0.06%
2,569
-242
127
$607K 0.06%
+17,018
128
$581K 0.06%
3,036
-1,602
129
$573K 0.06%
41,736
+11,422
130
$568K 0.06%
9,580
-579
131
$560K 0.06%
2,460
-961
132
$554K 0.05%
7,674
+2,208
133
$547K 0.05%
1,461
-101
134
$539K 0.05%
2,733
135
$538K 0.05%
6,524
136
$531K 0.05%
8,764
-84
137
$530K 0.05%
10,822
+3
138
$529K 0.05%
1
139
$518K 0.05%
3,414
-713
140
$511K 0.05%
5,441
-68
141
$510K 0.05%
20,600
-2
142
$507K 0.05%
10,043
143
$505K 0.05%
7,531
-650
144
$500K 0.05%
1,738
-43
145
$498K 0.05%
977
-522
146
$492K 0.05%
10,673
+590
147
$479K 0.05%
13,152
148
$468K 0.05%
5,609
+746
149
$461K 0.05%
10,059
-1,192
150
$461K 0.05%
3,984
+145
4 5
6
7 8