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
101
$320K 0.1%
2,828
+605
102
$317K 0.09%
5,848
+712
103
$317K 0.09%
2,068
-372
104
$316K 0.09%
+1,835
105
$314K 0.09%
5,466
+2,037
106
$314K 0.09%
2,180
-540
107
$312K 0.09%
2,275
-1,091
108
$298K 0.09%
8,150
-75
109
$298K 0.09%
+1,964
110
$293K 0.09%
+3,469
111
$280K 0.08%
+4,288
112
$279K 0.08%
14,000
113
$273K 0.08%
5,407
+1,021
114
$270K 0.08%
+12,808
115
$266K 0.08%
11,361
+1,793
116
$261K 0.08%
+3,569
117
$258K 0.08%
+8,800
118
$258K 0.08%
23,682
+3,222
119
$251K 0.08%
1,256
-555
120
$251K 0.08%
+3,377
121
$244K 0.07%
2,542
+18
122
$239K 0.07%
4,110
-252
123
$239K 0.07%
+2,983
124
$239K 0.07%
3,530
-3,674
125
$237K 0.07%
2,050
-196
3 4
5
6 7