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
76
$157K 0.11%
+2,903
77
$146K 0.1%
+1,750
78
$146K 0.1%
+5,265
79
$138K 0.1%
+6,000
80
$131K 0.09%
+1,800
81
$128K 0.09%
+1,328
82
$127K 0.09%
+3,500
83
$126K 0.09%
+4,140
84
$119K 0.08%
+2,234
85
$116K 0.08%
+1,055
86
$112K 0.08%
+34,350
87
$108K 0.08%
+950
88
$100K 0.07%
+2,000
89
$99K 0.07%
+1,480
90
$98K 0.07%
+2,000
91
$95K 0.07%
+5,290
92
$95K 0.07%
+2,301
93
$93K 0.06%
+1,975
94
$90K 0.06%
+1,350
95
$87K 0.06%
+587
96
$86K 0.06%
+416
97
$86K 0.06%
+4,000
98
$85K 0.06%
+730
99
$85K 0.06%
+2,800
100
$77K 0.05%
+107
2 3
4
5 6