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
126
$47K 0.03%
+1,515
127
$47K 0.03%
+750
128
$46K 0.03%
+900
129
$43K 0.03%
+695
130
$43K 0.03%
+2,463
131
$42K 0.03%
+750
132
$37K 0.03%
+1,000
133
$36K 0.03%
+833
134
$36K 0.03%
+1,168
135
$35K 0.02%
+1,000
136
$34K 0.02%
+455
137
$33K 0.02%
+611
138
$31K 0.02%
+1,000
139
$31K 0.02%
+1,375
140
$31K 0.02%
+2,750
141
$31K 0.02%
+366
142
$30K 0.02%
+250
143
$29K 0.02%
+1,200
144
$28K 0.02%
+1,030
145
$28K 0.02%
+2,000
146
$26K 0.02%
+477
147
$26K 0.02%
+1,000
148
$26K 0.02%
+263
149
$26K 0.02%
+8
150
$26K 0.02%
+250
4 5
6
7 8