SWA
SFMG Wealth Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
-0.69%
1 Year Return
+15.75%
3 Year Return
+62.88%
5 Year Return
+98.38%
10 Year Return
+241.03%
AUM
$447M
AUM Growth
+$447M
(-64%)
Cap. Flow
-$771M
Cap. Flow
% of AUM
-172.5%
Top 10 Holdings %
Top 10 Hldgs %
69.31%
Holding
188
New
11
Increased
2
Reduced
104
Closed
68
Top Buys
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$94.6M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$73M |
| 3 |
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
|
$69.2M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$56.9M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$56.9M |
Sector Composition
| 1 | Utilities | 11.17% |
| 2 | Energy | 4.32% |
| 3 | Technology | 2.6% |
| 4 | Financials | 1.96% |
| 5 | Healthcare | 1.63% |