SWA
SFMG Wealth Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
15.75%
This Quarter Return
-0.57%
1 Year Return
+15.75%
3 Year Return
+62.88%
5 Year Return
+98.38%
10 Year Return
+241.03%
AUM
$1.01B
AUM Growth
-$16.3M
(-1.6%)
Cap. Flow
-$435K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
60.37%
Holding
329
New
31
Increased
91
Reduced
113
Closed
30
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$19.1M |
| 2 |
Atmos Energy
ATO
|
$7.11M |
| 3 |
Palo Alto Networks
PANW
|
$3.3M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.26M |
| 5 |
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% |
