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
$789M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.36M
3
+$2.27M
4
AAPL icon
Apple
AAPL
+$2.11M
5
ATO icon
Atmos Energy
ATO
+$1.92M

Top Sells

1
+$13.1M
2
+$8.47M
3
+$5.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.71M
5
LFEQ icon
VanEck Long/Flat Trend ETF
LFEQ
+$2.28M

Sector Composition

1 Utilities 15.28%
2 Technology 7.55%
3 Financials 6.51%
4 Healthcare 3.43%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$217K 0.03%
+1,228
202
$216K 0.03%
+6,250
203
$213K 0.03%
+1,047
204
$211K 0.03%
+1,200
205
$210K 0.03%
+2,249
206
$209K 0.03%
+125
207
$209K 0.03%
+6,574
208
$208K 0.03%
+858
209
$205K 0.03%
+5,343
210
$204K 0.03%
+1,341
211
$197K 0.03%
+16,254
212
$194K 0.02%
16,516
213
$186K 0.02%
12,834
214
$184K 0.02%
29,804
+9,540
215
$184K 0.02%
30,000
216
$157K 0.02%
416
217
$149K 0.02%
+866
218
$127K 0.02%
15,000
219
$126K 0.02%
+2,265
220
$122K 0.02%
17,622
221
$113K 0.01%
11,606
222
$111K 0.01%
16,621
223
$53K 0.01%
+1,000
224
$49K 0.01%
12,450
225
$41K 0.01%
7,744
6 7 8
9
10