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
$973M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.74M
3
+$2.85M
4
AAPL icon
Apple
AAPL
+$2.28M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.16M

Top Sells

1
+$1.9M
2
+$1.66M
3
+$1.33M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$876K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$839K

Sector Composition

1 Utilities 11.93%
2 Technology 9.71%
3 Financials 7.45%
4 Consumer Discretionary 3.65%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$307K 0.03%
4,491
177
$305K 0.03%
4,265
178
$303K 0.03%
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183
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186
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189
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197
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198
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199
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2,408
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200
$247K 0.03%
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