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
$335M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$4.22M
3
+$4.12M
4
PRU icon
Prudential Financial
PRU
+$3.96M
5
ALL icon
Allstate
ALL
+$3.07M

Top Sells

1
+$14.7M
2
+$3.1M
3
+$2.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
JPM icon
JPMorgan Chase
JPM
+$1.97M

Sector Composition

1 Healthcare 9.8%
2 Industrials 8.86%
3 Energy 8.75%
4 Financials 6.42%
5 Technology 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.11%
38,462
+3,754
27
$3.72M 1.11%
45,988
+33,257
28
$3.64M 1.09%
44,357
+4,235
29
$3.54M 1.06%
64,840
+19,180
30
$3.41M 1.02%
70,431
-182
31
$3.34M 1%
194,644
+50,120
32
$3.31M 0.99%
61,000
+2,268
33
$3.25M 0.97%
44,467
+5,890
34
$3.23M 0.97%
75,374
+14,034
35
$3.07M 0.92%
+33,078
36
$3.06M 0.92%
52,644
+49,674
37
$3.06M 0.91%
34,570
-330
38
$2.97M 0.89%
26,946
+1,797
39
$2.93M 0.88%
174,258
-27,705
40
$2.87M 0.86%
55,385
+1,902
41
$2.78M 0.83%
23,794
+8,738
42
$2.63M 0.79%
36,379
+314
43
$2.3M 0.69%
56,922
-9,922
44
$2.26M 0.67%
27,429
-2,351
45
$2.17M 0.65%
29,981
+8,399
46
$2.14M 0.64%
30,140
+397
47
$2.07M 0.62%
31,232
+7,487
48
$2.01M 0.6%
37,315
-1,646
49
$1.94M 0.58%
8,767
+1,078
50
$1.93M 0.58%
+11,693
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