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
$422M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$14.6M
3
+$2.27M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
MMM icon
3M
MMM
+$643K

Top Sells

1
+$46.8M
2
+$15.6M
3
+$1.24M
4
IYF icon
iShares US Financials ETF
IYF
+$933K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$838K

Sector Composition

1 Industrials 10.08%
2 Technology 6.76%
3 Energy 5.67%
4 Consumer Discretionary 4.88%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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128
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129
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130
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131
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132
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-1,853
133
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-3,815
134
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-11,100
135
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-15,106
2 3 4 5
6