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
$1.16B
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.54M
3
+$4.22M
4
DOC icon
Healthpeak Properties
DOC
+$2.73M
5
MCK icon
McKesson
MCK
+$1.16M

Top Sells

1
+$4.49M
2
+$4.03M
3
+$2.82M
4
MRK icon
Merck
MRK
+$2.8M
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$2.63M

Sector Composition

1 Technology 10.85%
2 Utilities 10.85%
3 Financials 7.37%
4 Consumer Discretionary 3.9%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.03%
1,157
-3
177
$370K 0.03%
8,140
+306
178
$363K 0.03%
4,265
179
$360K 0.03%
1,372
180
$357K 0.03%
681
+1
181
$356K 0.03%
2,545
+39
182
$347K 0.03%
687
+7
183
$341K 0.03%
712
-12
184
$339K 0.03%
3,031
-1
185
$338K 0.03%
2,642
+75
186
$337K 0.03%
1,769
-89
187
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13,402
+40
188
$327K 0.03%
2,381
-34
189
$325K 0.03%
20,134
+96
190
$319K 0.03%
1,191
+30
191
$319K 0.03%
3,416
-88
192
$315K 0.03%
300,000
-30,000
193
$306K 0.03%
9,497
+58
194
$304K 0.03%
4,716
195
$302K 0.03%
21,846
-16,404
196
$302K 0.03%
10,882
-208
197
$298K 0.03%
1,758
+20
198
$290K 0.02%
1,259
+28
199
$289K 0.02%
6,554
-1,425
200
$287K 0.02%
3,213
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8
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