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
51
$1.84M 0.55%
17,284
-18,537
52
$1.73M 0.52%
+67,334
53
$1.71M 0.51%
15,894
-967
54
$1.55M 0.46%
49,755
+6,873
55
$1.35M 0.4%
75,564
-34,617
56
$1.26M 0.38%
114,720
-6,605
57
$1.25M 0.37%
25,894
-13,153
58
$1.1M 0.33%
20,952
+2,869
59
$1.06M 0.32%
12,805
+8,515
60
$967K 0.29%
7,173
+5,186
61
$965K 0.29%
80,219
+7,201
62
$957K 0.29%
12,331
+2,917
63
$913K 0.27%
9,188
-1,284
64
$895K 0.27%
108,373
-9,667
65
$888K 0.27%
3,214
+363
66
$884K 0.26%
57,025
+10,550
67
$867K 0.26%
34,515
+7,750
68
$848K 0.25%
3,092
-1,126
69
$840K 0.25%
13,675
-5,383
70
$810K 0.24%
51,614
+10,034
71
$804K 0.24%
15,012
+4,064
72
$796K 0.24%
19,400
+5,458
73
$745K 0.22%
18,734
+5,444
74
$734K 0.22%
72,150
-14,234
75
$691K 0.21%
35,950
-700
1 2
3
4 5