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
$375M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$6.09M
3
+$2.71M
4
HWC icon
Hancock Whitney
HWC
+$2.37M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.01M

Top Sells

1
+$9.93M
2
+$1.71M
3
+$1.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.06M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$759K

Sector Composition

1 Technology 10.92%
2 Industrials 6.44%
3 Communication Services 5.31%
4 Healthcare 4.39%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,045
127
– –
-35,559
128
– –
-3,762
129
– –
-21,835
130
– –
-2,500
131
– –
-4,252
2 3 4 5
6