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
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.86M
3
+$1.56M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.1M

Top Sells

1
+$2.43M
2
+$1.78M
3
+$1.41M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.3M
5
CVS icon
CVS Health
CVS
+$1.28M

Sector Composition

1 Utilities 11.76%
2 Technology 10.49%
3 Financials 7.1%
4 Consumer Discretionary 3.79%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$264K 0.02%
7,340
202
$264K 0.02%
+516
203
$263K 0.02%
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204
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-49
205
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569
+1
206
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3,213
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207
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8,793
208
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209
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-372
210
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211
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212
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213
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214
$251K 0.02%
1,700
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215
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216
$242K 0.02%
9,496
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217
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219
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220
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221
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2,809
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222
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841
-6
223
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224
$226K 0.02%
514
-61
225
$222K 0.02%
+3,510
7 8
9
10 11