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
-$133K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$8.22M
2 +$5.84M
3 +$4.54M
4
TFC icon
Truist Financial
TFC
+$4.07M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.7M

Sector Composition

1 Technology 10.83%
2 Industrials 5.95%
3 Communication Services 5.21%
4 Healthcare 4.19%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,272
127
-1,305
128
-115,104
129
-5,343