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
$308M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.3M
3
+$5.66M
4
OKE icon
Oneok
OKE
+$2.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.95M

Top Sells

1
+$3.29M
2
+$3.23M
3
+$2.91M
4
RTX icon
RTX Corp
RTX
+$2.59M
5
DD icon
DuPont de Nemours
DD
+$2.55M

Sector Composition

1 Healthcare 10.85%
2 Energy 7.87%
3 Technology 6.06%
4 Industrials 6.02%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
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