SFWA
Summit Financial Wealth Advisors Portfolio holdings
AUM
$504M
This Quarter Return
+0.93%
1 Year Return
+8.33%
3 Year Return
+20.72%
5 Year Return
+86.26%
10 Year Return
+118.55%
AUM
$494M
AUM Growth
+$494M
(-0.02%)
Cap. Flow
-$2.33M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
52.88%
Holding
143
New
10
Increased
47
Reduced
48
Closed
2
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$1.31M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$1.12M |
| 3 |
Pfizer
PFE
|
$1.06M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.04M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
$880K |
Top Sells
| 1 |
International Paper
IP
|
$5.3M |
| 2 |
Hancock Whitney
HWC
|
$2.17M |
| 3 |
FT Vest US Equity Moderate Buffer ETF February
GFEB
|
$566K |
| 4 |
Valero Energy
VLO
|
$565K |
| 5 |
3M
MMM
|
$522K |
Sector Composition
| 1 | Technology | 10.01% |
| 2 | Industrials | 9.27% |
| 3 | Energy | 5.83% |
| 4 | Healthcare | 3.88% |
| 5 | Financials | 3.22% |
