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
$1.16B
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.54M
3
+$4.22M
4
DOC icon
Healthpeak Properties
DOC
+$2.73M
5
MCK icon
McKesson
MCK
+$1.16M

Top Sells

1
+$4.49M
2
+$4.03M
3
+$2.82M
4
MRK icon
Merck
MRK
+$2.8M
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$2.63M

Sector Composition

1 Technology 10.85%
2 Utilities 10.85%
3 Financials 7.37%
4 Consumer Discretionary 3.9%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$465K 0.04%
6,651
-344
152
$455K 0.04%
5,481
-487
153
$453K 0.04%
6,881
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154
$452K 0.04%
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155
$445K 0.04%
6,203
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156
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1,240
+8
157
$440K 0.04%
2,576
-1
158
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159
$436K 0.04%
4,685
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160
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4,595
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161
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162
$416K 0.04%
10,665
-3,498
163
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164
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2,567
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165
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737
166
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167
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1,031
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168
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169
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1,537
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170
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171
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2,130
+5
172
$387K 0.03%
5,797
173
$384K 0.03%
4,358
+283
174
$377K 0.03%
8,634
+15
175
$371K 0.03%
816
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