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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.73M
3
+$6.03M
4
INTC icon
Intel
INTC
+$5.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.61M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.02%
2 Consumer Staples 13.14%
3 Healthcare 12.36%
4 Financials 8.73%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.24%
+2,226
52
$324K 0.22%
+9,618
53
$316K 0.22%
+4,360
54
$311K 0.22%
+3,640
55
$306K 0.21%
+8,050
56
$299K 0.21%
+6,650
57
$292K 0.2%
+6,400
58
$278K 0.19%
+4,000
59
$266K 0.18%
+5,400
60
$255K 0.18%
+2,105
61
$233K 0.16%
+3,718
62
$220K 0.15%
+3,625
63
$219K 0.15%
+3,204
64
$216K 0.15%
+3,459
65
$214K 0.15%
+3,775
66
$211K 0.15%
+5,500
67
$206K 0.14%
+1,975
68
$200K 0.14%
+1,800
69
$197K 0.14%
+3,750
70
$195K 0.14%
+2,140
71
$191K 0.13%
+8,200
72
$185K 0.13%
+4,970
73
$175K 0.12%
+2,355
74
$173K 0.12%
+2,400
75
$159K 0.11%
+3,175
1 2
3
4 5