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
$817M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$32.3M
2 +$27.3M
3 +$16.3M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.78M
5
AIG icon
American International
AIG
+$1.52M

Sector Composition

1 Utilities 16.41%
2 Financials 7.18%
3 Technology 3.63%
4 Healthcare 2%
5 Consumer Discretionary 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-667
177
-13,023
178
-7,186