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

Top Buys

1
+$4.23M
2
+$3.16M
3
+$1.88M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.48M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M

Top Sells

1
+$2.99M
2
+$2.95M
3
+$2.55M
4
DD
Du Pont De Nemours E I
DD
+$1.54M
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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-2,220
152
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-2,607
153
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-11,000
154
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0
155
– –
-94,956
156
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-58,346
157
– –
-58,331
158
– –
-1,443
159
– –
-100,000
3 4 5 6
7