SFWA
Summit Financial Wealth Advisors Portfolio holdings
AUM
$504M
This Quarter Return
+4.12%
1 Year Return
+8.33%
3 Year Return
+20.72%
5 Year Return
+86.26%
10 Year Return
+118.55%
AUM
$229M
AUM Growth
+$229M
(+4.6%)
Cap. Flow
+$2.1M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
36.04%
Holding
144
New
23
Increased
63
Reduced
34
Closed
6
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.79M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.72M |
| 3 |
Travel + Leisure Co
TNL
|
$1.03M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$972K |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$876K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 11.62% |
| 2 | Industrials | 10.09% |
| 3 | Financials | 9.96% |
| 4 | Technology | 8.45% |
| 5 | Healthcare | 6.48% |
