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
$318M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.12M
3
+$5.44M
4
VZ icon
Verizon
VZ
+$5.05M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$11.1M
2
+$5.91M
3
+$5.2M
4
PRU icon
Prudential Financial
PRU
+$4.54M
5
KMB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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145
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