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SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 15.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$29.7M
3
+$21.2M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.44M
5
LFEQ icon
VanEck Long/Flat Trend ETF
LFEQ
+$2.84M

Top Sells

1
+$42.8M
2
+$28.4M
3
+$1.28M
4
VTR icon
Ventas
VTR
+$1.2M
5
AMGN icon
Amgen
AMGN
+$1.14M

Sector Composition

1 Utilities 15.39%
2 Financials 9.97%
3 Technology 3.63%
4 Healthcare 1.95%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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157
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158
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159
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