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
$1.01B
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.64M
3
+$4.54M
4
FDX icon
FedEx
FDX
+$1.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.65M

Top Sells

1
+$19.1M
2
+$7.11M
3
+$3.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.26M
5
ABBV icon
AbbVie
ABBV
+$1.93M

Sector Composition

1 Utilities 14.9%
2 Technology 9.19%
3 Financials 6.71%
4 Healthcare 3.42%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$379K 0.04%
11,353
-188
177
$378K 0.04%
1,779
-369
178
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+1,662
179
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735
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180
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181
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806
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182
$360K 0.04%
798
183
$359K 0.04%
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184
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185
$348K 0.03%
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186
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187
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6,560
-4,017
188
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+5,954
189
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725
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190
$326K 0.03%
5,114
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191
$322K 0.03%
2,880
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192
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193
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194
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560
195
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2,189
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196
$304K 0.03%
12,826
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197
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1,613
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198
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1,350
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199
$301K 0.03%
6,670
-279
200
$300K 0.03%
1,532
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