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
151
$57K 0.01%
866
152
$44K 0.01%
+667
153
$36K ﹤0.01%
2,750
+1,083
154
$24K ﹤0.01%
333
155
– –
0
156
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-3,407
157
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-5,092
158
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-2,893
159
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-5,850
160
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-4,420
161
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-5,035
162
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-242
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7