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
$441M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$993K
3
+$667K
4
META icon
Meta Platforms (Facebook)
META
+$624K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$607K

Top Sells

1
+$1.55M
2
+$1.42M
3
+$1.21M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$469K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$446K

Sector Composition

1 Industrials 10.08%
2 Technology 8.05%
3 Energy 5.75%
4 Financials 4.06%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$38.8K 0.01%
+1,333
127
$27.2K 0.01%
36,035
128
$11.4K ﹤0.01%
+1,521
129
– –
-2,354
130
– –
-6,849
131
– –
-4,200
2 3 4 5
6