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
$1.16B
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.54M
3
+$4.22M
4
DOC icon
Healthpeak Properties
DOC
+$2.73M
5
MCK icon
McKesson
MCK
+$1.16M

Top Sells

1
+$4.49M
2
+$4.03M
3
+$2.82M
4
MRK icon
Merck
MRK
+$2.8M
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$2.63M

Sector Composition

1 Technology 10.85%
2 Utilities 10.85%
3 Financials 7.37%
4 Consumer Discretionary 3.9%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K 0.02%
2,581
+4
202
$282K 0.02%
846
+5
203
$279K 0.02%
827
+155
204
$279K 0.02%
5,745
205
$279K 0.02%
5,400
+18
206
$276K 0.02%
10,554
-8
207
$270K 0.02%
8,793
208
$270K 0.02%
7,460
+120
209
$269K 0.02%
1,359
+7
210
$266K 0.02%
+5,405
211
$266K 0.02%
+1,056
212
$265K 0.02%
9,514
+18
213
$265K 0.02%
+1,336
214
$262K 0.02%
901
-65
215
$259K 0.02%
1,670
216
$258K 0.02%
3,806
+50
217
$254K 0.02%
3,375
-135
218
$252K 0.02%
2,226
219
$243K 0.02%
1,300
220
$242K 0.02%
2,194
+69
221
$242K 0.02%
2,811
+2
222
$241K 0.02%
1,623
+1
223
$235K 0.02%
6,265
224
$233K 0.02%
1,378
+22
225
$232K 0.02%
+1,421
7 8
9
10 11