SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.35M
3
+$3.06M
4
WPC icon
W.P. Carey
WPC
+$2.43M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Top Sells

1
+$7.68M
2
+$2.83M
3
+$2.12M
4
PLTR icon
Palantir
PLTR
+$1.95M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.68M

Sector Composition

1 Utilities 13.12%
2 Technology 11.04%
3 Financials 8.63%
4 Consumer Discretionary 2.93%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$681K 0.05%
2,182
-12
127
$648K 0.05%
4,705
128
$644K 0.05%
27,996
129
$628K 0.05%
3,131
130
$626K 0.05%
2,704
+137
131
$623K 0.05%
10,293
+2
132
$619K 0.05%
6,728
+575
133
$613K 0.05%
1,373
+10
134
$613K 0.05%
1,653
135
$602K 0.05%
8,381
136
$586K 0.05%
4,414
-172
137
$572K 0.05%
1,736
+275
138
$568K 0.04%
10,043
139
$551K 0.04%
2,331
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140
$547K 0.04%
5,838
141
$543K 0.04%
7,675
142
$542K 0.04%
1,239
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143
$522K 0.04%
6,901
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144
$512K 0.04%
3,344
+45
145
$512K 0.04%
8,530
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146
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2,636
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147
$505K 0.04%
2,959
+123
148
$505K 0.04%
2,750
-598
149
$500K 0.04%
1,887
+57
150
$493K 0.04%
6,295
-684
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6
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