SFWA

Summit Financial Wealth Advisors Portfolio holdings

AUM $699M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.85M
3
+$6.29M
4
QCOM icon
Qualcomm
QCOM
+$5.63M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.61M

Top Sells

1
+$13.9M
2
+$5.91M
3
+$5.2M
4
PRU icon
Prudential Financial
PRU
+$4.54M
5
KMB icon
Kimberly-Clark
KMB
+$4.32M

Sector Composition

1 Technology 10.56%
2 Industrials 6.59%
3 Communication Services 6.04%
4 Healthcare 5.08%
5 Energy 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
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