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
51
$805K 0.25%
7,239
+3,829
52
$779K 0.25%
7,800
+60
53
$757K 0.24%
21,194
-76,432
54
$754K 0.24%
9,010
+34
55
$740K 0.23%
5,554
-31,205
56
$727K 0.23%
55,048
+8,000
57
$724K 0.23%
3,683
+1,209
58
$720K 0.23%
2,707
+687
59
$690K 0.22%
72,831
+18,500
60
$683K 0.22%
84,164
-2,000
61
$670K 0.21%
12,922
62
$660K 0.21%
6,055
-985
63
$573K 0.18%
6,129
-3,931
64
$568K 0.18%
4,333
65
$552K 0.17%
39,246
-3,741
66
$540K 0.17%
53,187
-9,000
67
$533K 0.17%
3,399
-1,160
68
$527K 0.17%
24,649
+1,353
69
$525K 0.17%
+4,902
70
$519K 0.16%
13,350
+2,450
71
$511K 0.16%
6,749
-1
72
$487K 0.15%
2,304
-38
73
$481K 0.15%
42,358
+5,000
74
$451K 0.14%
7,600
+80
75
$442K 0.14%
17,010
-140
1 2
3
4 5