SFWA

Summit Financial Wealth Advisors Portfolio holdings

AUM $645M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.73M
3
+$6.03M
4
INTC icon
Intel
INTC
+$5.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.61M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.02%
2 Consumer Staples 13.14%
3 Healthcare 12.36%
4 Financials 8.73%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+400
227
$3K ﹤0.01%
+120
228
$3K ﹤0.01%
+20
229
$3K ﹤0.01%
+100
230
$3K ﹤0.01%
+75
231
$3K ﹤0.01%
+30
232
$3K ﹤0.01%
+50
233
$3K ﹤0.01%
+86
234
$2K ﹤0.01%
+50
235
$2K ﹤0.01%
+1,000
236
$2K ﹤0.01%
+63
237
$1K ﹤0.01%
+100
238
– –
0
239
– –
0
240
$0 ﹤0.01%
+1
241
– –
0
242
– –
0
243
– –
0
6 7 8 9
10