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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.73M
3
+$6.03M
4
INTC icon
Intel
INTC
+$5.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.61M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.02%
2 Consumer Staples 13.14%
3 Healthcare 12.36%
4 Financials 8.73%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.02%
+405
152
$24K 0.02%
+330
153
$24K 0.02%
+583
154
$22K 0.02%
+500
155
$22K 0.02%
+2,720
156
$22K 0.02%
+409
157
$22K 0.02%
+30,750
158
$21K 0.01%
+800
159
$21K 0.01%
+1,150
160
$21K 0.01%
+454
161
$21K 0.01%
+600
162
$21K 0.01%
+500
163
$21K 0.01%
+450
164
$20K 0.01%
+250
165
$20K 0.01%
+255
166
$20K 0.01%
+389
167
$19K 0.01%
+220
168
$19K 0.01%
+584
169
$19K 0.01%
+457
170
$19K 0.01%
+405
171
$18K 0.01%
+92
172
$18K 0.01%
+150
173
$18K 0.01%
+1,000
174
$17K 0.01%
+136
175
$17K 0.01%
+250
5 6
7
8 9