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
201
$247K 0.03%
561
-6
202
$247K 0.03%
+6,036
203
$246K 0.03%
7,340
204
$240K 0.02%
1,372
+20
205
$237K 0.02%
8,793
206
$237K 0.02%
+4,063
207
$236K 0.02%
2,177
+2
208
$234K 0.02%
3,196
209
$230K 0.02%
+7,805
210
$230K 0.02%
+378
211
$222K 0.02%
2,979
-838
212
$221K 0.02%
20,000
213
$216K 0.02%
2,871
214
$215K 0.02%
+5,016
215
$212K 0.02%
5,260
-498
216
$210K 0.02%
575
-104
217
$210K 0.02%
564
+14
218
$210K 0.02%
6,255
219
$208K 0.02%
847
+1
220
$206K 0.02%
1,754
+86
221
$202K 0.02%
1,234
+5
222
$196K 0.02%
19,015
223
$192K 0.02%
18,708
224
$184K 0.02%
10,798
225
$177K 0.02%
10,000
-14
7 8
9
10 11