SFWA

Summit Financial Wealth Advisors Portfolio holdings

AUM $699M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.91M
3
+$1.49M
4
GOV
Government Properties Income Trust
GOV
+$1.48M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.24M

Top Sells

1
+$3.16M
2
+$2.99M
3
+$761K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$591K
5
TGT icon
Target
TGT
+$376K

Sector Composition

1 Industrials 16.19%
2 Consumer Staples 12.55%
3 Healthcare 12.16%
4 Financials 9.1%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
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