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
151
$492K 0.04%
1,362
-67
152
$490K 0.04%
1,024
153
$486K 0.04%
3,887
-299
154
$479K 0.04%
5,637
155
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156
$464K 0.04%
2,301
+60
157
$452K 0.04%
411,000
+44,000
158
$449K 0.04%
5,481
159
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10,718
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160
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2,175
161
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20,454
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162
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163
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2,088
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164
$417K 0.03%
4,491
165
$413K 0.03%
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166
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167
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169
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308
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170
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171
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712
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+5,362
173
$379K 0.03%
7,103
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174
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+7,526
175
$368K 0.03%
7,995
+1,016
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