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
$148M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.88M
3
+$1.5M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.27M
5
GOV
Government Properties Income Trust
GOV
+$1.27M

Top Sells

1
+$3.46M
2
+$2.9M
3
+$773K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$601K
5
TGT icon
Target
TGT
+$390K

Sector Composition

1 Industrials 16.19%
2 Consumer Staples 12.55%
3 Healthcare 12.16%
4 Financials 9.1%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27K 0.02%
+620
152
$27K 0.02%
30,750
153
$27K 0.02%
250
154
$26K 0.02%
477
155
$25K 0.02%
+659
156
$24K 0.02%
800
157
$23K 0.02%
500
158
$22K 0.01%
136
159
$21K 0.01%
+381
160
$21K 0.01%
2,000
161
$21K 0.01%
584
162
$21K 0.01%
500
163
$21K 0.01%
1,000
164
$21K 0.01%
405
165
$20K 0.01%
255
166
$20K 0.01%
450
167
$19K 0.01%
250
168
$19K 0.01%
1,150
169
$19K 0.01%
+212
170
$19K 0.01%
250
171
$19K 0.01%
457
172
$19K 0.01%
600
173
$18K 0.01%
92
174
$18K 0.01%
150
175
$18K 0.01%
1,000
5 6
7
8 9