SFWA
Summit Financial Wealth Advisors Portfolio holdings
AUM
$504M
This Quarter Return
+1.97%
1 Year Return
+8.33%
3 Year Return
+20.72%
5 Year Return
+86.26%
10 Year Return
+118.55%
AUM
$231M
AUM Growth
+$231M
(-3.5%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-4.77%
Top 10 Holdings %
Top 10 Hldgs %
33.78%
Holding
161
New
18
Increased
38
Reduced
78
Closed
13
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$7.67M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.57M |
| 3 |
Ford
F
|
$2.01M |
| 4 |
Elevance Health
ELV
|
$1.66M |
| 5 |
Tyson Foods
TSN
|
$1.63M |
Top Sells
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Consumer Staples | 10.08% |
| 3 | Financials | 9.22% |
| 4 | Healthcare | 7.8% |
| 5 | Industrials | 7.64% |
