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
$1.24B
AUM Growth
+$789M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$72.8M
3
+$64.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$59.9M
5
ATO icon
Atmos Energy
ATO
+$57.5M

Top Sells

1
+$25.1M
2
+$13.5M
3
+$1.47M
4
PAYX icon
Paychex
PAYX
+$1.46M
5
NOV icon
NOV
NOV
+$1.21M

Sector Composition

1 Utilities 8.91%
2 Energy 3.57%
3 Technology 2.6%
4 Financials 1.83%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96K 0.01%
+11,381
177
$44K ﹤0.01%
+833
178
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-25,260
179
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-38,220
180
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-12,121
181
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-18,525
182
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-17,658
183
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-23,437
184
– –
-275,889
185
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-29,010
186
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-8,720
187
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-7,392
188
– –
-19,520
189
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-18,300
190
– –
-278,926
191
– –
-31,674
192
– –
-10,000
4 5 6 7
8