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
$155M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$2.76M
3
+$2.22M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.76M
5
GE icon
GE Aerospace
GE
+$1.59M

Top Sells

1
+$4.12M
2
+$2.57M
3
+$2.11M
4
COP icon
ConocoPhillips
COP
+$1.66M
5
BAX icon
Baxter International
BAX
+$1.43M

Sector Composition

1 Consumer Staples 12.23%
2 Industrials 11.35%
3 Healthcare 9.55%
4 Financials 8.1%
5 Technology 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
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