SFWA

Summit Financial Wealth Advisors Portfolio holdings

AUM $699M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
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
+$1.29M
2
+$951K
3
+$612K
4
META icon
Meta Platforms (Facebook)
META
+$574K
5
XOM icon
Exxon Mobil
XOM
+$565K

Top Sells

1
+$1.44M
2
+$1.36M
3
+$1.14M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$437K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$420K

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
– –
-4,200
130
– –
-2,354
131
– –
-6,849
2 3 4 5
6