SFWA
Summit Financial Wealth Advisors Portfolio holdings
AUM
$504M
1-Year Return
8.33%
This Quarter Return
+4.49%
1 Year Return
+8.33%
3 Year Return
+20.72%
5 Year Return
+86.26%
10 Year Return
+118.55%
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.67%
Holding
243
New
238
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$15.6M |
| 2 |
Johnson Controls International
JCI
|
$6.73M |
| 3 |
3M
MMM
|
$6.03M |
| 4 |
Intel
INTC
|
$5.64M |
| 5 |
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% |
