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
201
$295K 0.03%
2,226
202
$295K 0.03%
+2,190
203
$293K 0.03%
58,622
204
$293K 0.03%
703
205
$290K 0.03%
6,249
206
$286K 0.03%
507
207
$286K 0.03%
3,937
-137
208
$285K 0.03%
5,735
-477
209
$285K 0.03%
3,362
210
$283K 0.03%
2,589
+182
211
$282K 0.03%
+5,141
212
$282K 0.03%
3,752
213
$277K 0.03%
1,812
-280
214
$276K 0.03%
4,164
-305
215
$275K 0.03%
15,087
+4,433
216
$273K 0.03%
+4,330
217
$271K 0.03%
6,580
+1,111
218
$270K 0.03%
4,864
219
$263K 0.03%
33,854
220
$262K 0.03%
3,294
+28
221
$261K 0.03%
20,000
222
$261K 0.03%
2,412
223
$261K 0.03%
5,455
+4
224
$259K 0.03%
3,667
-118
225
$259K 0.03%
10,000
7 8
9
10 11