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
$239M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.17M
3
+$1.8M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.52M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.49M

Top Sells

1
+$3.02M
2
+$2.98M
3
+$2.57M
4
DD
Du Pont De Nemours E I
DD
+$1.52M
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.4M

Sector Composition

1 Consumer Staples 11.04%
2 Industrials 10.01%
3 Financials 9.83%
4 Technology 8.23%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-32,200
154
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-45,336
155
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-1,522
156
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-72,740
157
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-2,973
158
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-2,564
159
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-9,874
3 4 5 6
7