SWA

SFMG Wealth Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.35M
3
+$3.06M
4
WPC icon
W.P. Carey
WPC
+$2.43M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Top Sells

1
+$7.68M
2
+$2.83M
3
+$2.12M
4
PLTR icon
Palantir
PLTR
+$1.95M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.68M

Sector Composition

1 Utilities 13.12%
2 Technology 11.04%
3 Financials 8.63%
4 Consumer Discretionary 2.93%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$298K 0.02%
10,000
202
$296K 0.02%
5,794
203
$292K 0.02%
+1,710
204
$291K 0.02%
13,899
205
$288K 0.02%
1,667
+10
206
$286K 0.02%
828
+4
207
$283K 0.02%
2,226
208
$282K 0.02%
7,636
-13
209
$282K 0.02%
6,353
-95
210
$279K 0.02%
1,918
+130
211
$277K 0.02%
4,638
+30
212
$276K 0.02%
1,711
-1
213
$274K 0.02%
9,474
214
$271K 0.02%
10,702
-804
215
$265K 0.02%
4,952
216
$265K 0.02%
6,271
217
$264K 0.02%
897
+32
218
$262K 0.02%
1,300
219
$259K 0.02%
1,685
+21
220
$257K 0.02%
970
-16
221
$256K 0.02%
504
-41
222
$255K 0.02%
1,823
-1,015
223
$252K 0.02%
2,640
-420
224
$252K 0.02%
+2,901
225
$249K 0.02%
+5,007
7 8
9
10 11