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
101
$74K 0.05%
+2,930
102
$74K 0.05%
+1,635
103
$73K 0.05%
+2,570
104
$72K 0.05%
+2,000
105
$72K 0.05%
+75
106
$66K 0.05%
+1,200
107
$63K 0.04%
+2,383
108
$63K 0.04%
+1,000
109
$63K 0.04%
+935
110
$62K 0.04%
+1,205
111
$61K 0.04%
+1,447
112
$60K 0.04%
+2,150
113
$59K 0.04%
+5,616
114
$59K 0.04%
+857
115
$55K 0.04%
+1,400
116
$54K 0.04%
+1,200
117
$53K 0.04%
+1,100
118
$52K 0.04%
+500
119
$52K 0.04%
+1,355
120
$52K 0.04%
+1,446
121
$52K 0.04%
+440
122
$51K 0.04%
+1,000
123
$51K 0.04%
+1,000
124
$49K 0.03%
+4,000
125
$48K 0.03%
+1,067
3 4
5
6 7