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
$162M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.1M
3
+$1.7M
4
RBS.PRH.CL
Royal Bank Of Scotland Group
RBS.PRH.CL
+$1.49M
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.48M

Top Sells

1
+$421K
2
+$339K
3
+$283K
4
CAT icon
Caterpillar
CAT
+$199K
5
CLX icon
Clorox
CLX
+$125K

Sector Composition

1 Industrials 14.23%
2 Healthcare 11.36%
3 Consumer Staples 10.85%
4 Financials 8.33%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
+1,200
227
$12K 0.01%
600
228
$11K 0.01%
500
229
$11K 0.01%
268
230
$10K 0.01%
395
231
$10K 0.01%
191
232
$10K 0.01%
+1,000
233
$9K 0.01%
282
-4
234
$9K 0.01%
37
235
$8K 0.01%
189
236
$8K 0.01%
120
237
$8K 0.01%
500
238
$8K 0.01%
+1,150
239
$7K ﹤0.01%
+547
240
$7K ﹤0.01%
100
241
$7K ﹤0.01%
111
242
$7K ﹤0.01%
57
243
$6K ﹤0.01%
105
244
$6K ﹤0.01%
181
245
$6K ﹤0.01%
100
246
$6K ﹤0.01%
134
247
$6K ﹤0.01%
430
248
$6K ﹤0.01%
251
249
$5K ﹤0.01%
105
250
$5K ﹤0.01%
134
8 9
10
11 12