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
$414M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$10.5M
3
+$7.62M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.33M

Top Sells

1
+$14.4M
2
+$1.66M
3
+$924K
4
VZ icon
Verizon
VZ
+$733K
5
MMM icon
3M
MMM
+$527K

Sector Composition

1 Industrials 9.91%
2 Technology 5.9%
3 Financials 5.72%
4 Energy 5.08%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$151K 0.04%
11,900
127
$89.8K 0.02%
10,000
128
– –
-4,832
129
– –
-4,864
130
– –
-461,342
131
– –
-3,160
132
– –
-3,013
133
– –
-3,997
134
– –
-16,950
135
– –
-12,250
136
– –
-13,334
137
– –
-6,115
2 3 4 5
6