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
$219M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$4.28M
3
+$3.94M
4
QCOM icon
Qualcomm
QCOM
+$3.63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Top Sells

1
+$2.69M
2
+$2.08M
3
+$1.76M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.27M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$941K

Sector Composition

1 Consumer Staples 11.07%
2 Industrials 9.61%
3 Financials 9.58%
4 Technology 8.17%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
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