SFWA
Summit Financial Wealth Advisors Portfolio holdings
AUM
$504M
This Quarter Return
-18.86%
1 Year Return
+8.33%
3 Year Return
+20.72%
5 Year Return
+86.26%
10 Year Return
+118.55%
AUM
$318M
AUM Growth
+$318M
(-23%)
Cap. Flow
-$18.1M
Cap. Flow
% of AUM
-5.69%
Top 10 Holdings %
Top 10 Hldgs %
56.44%
Holding
145
New
8
Increased
42
Reduced
55
Closed
25
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$7.15M |
| 2 |
3M
MMM
|
$6.12M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
$5.44M |
| 4 |
Verizon
VZ
|
$5.05M |
| 5 |
Qualcomm
QCOM
|
$4.87M |
Top Sells
| 1 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$11.1M |
| 2 |
Oneok
OKE
|
$5.91M |
| 3 |
Emerson Electric
EMR
|
$5.2M |
| 4 |
Prudential Financial
PRU
|
$4.54M |
| 5 |
Kimberly-Clark
KMB
|
$4.16M |
Sector Composition
| 1 | Technology | 10.56% |
| 2 | Industrials | 6.59% |
| 3 | Communication Services | 6.04% |
| 4 | Healthcare | 5.08% |
| 5 | Energy | 3.17% |
