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
$318M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.12M
3
+$5.44M
4
VZ icon
Verizon
VZ
+$5.05M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$11.1M
2
+$5.91M
3
+$5.2M
4
PRU icon
Prudential Financial
PRU
+$4.54M
5
KMB icon
Kimberly-Clark
KMB
+$4.16M

Sector Composition

1 Technology 10.56%
2 Industrials 6.59%
3 Communication Services 6.04%
4 Healthcare 5.08%
5 Energy 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 0.89%
34,428
-5,735
27
$2.09M 0.66%
133,917
-2,424
28
$2.07M 0.65%
36,899
-8,627
29
$2.05M 0.65%
12,425
-2,115
30
$1.99M 0.63%
7,524
-483
31
$1.79M 0.57%
44,342
+2,713
32
$1.79M 0.56%
57,108
-353,626
33
$1.78M 0.56%
30,699
-9,536
34
$1.71M 0.54%
19,650
+1,438
35
$1.71M 0.54%
39,619
-10,868
36
$1.62M 0.51%
20,190
+159
37
$1.59M 0.5%
122,244
+42,528
38
$1.49M 0.47%
35,537
-31,517
39
$1.24M 0.39%
29,544
-4,641
40
$1.23M 0.39%
13,753
-239
41
$1.23M 0.39%
39,146
42
$1.19M 0.37%
20,298
-29,658
43
$1.18M 0.37%
106,575
+5,000
44
$1.17M 0.37%
63,471
+6,000
45
$1.13M 0.36%
35,559
+2,797
46
$1.09M 0.34%
11,990
-5,093
47
$1.08M 0.34%
55,518
-9,450
48
$1.02M 0.32%
78,616
+2,000
49
$958K 0.3%
27,174
+1,052
50
$833K 0.26%
3,355
-250
1
2
3 4 5