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
$231M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$4.57M
3
+$2.01M
4
ELV icon
Elevance Health
ELV
+$1.66M
5
TSN icon
Tyson Foods
TSN
+$1.63M

Top Sells

1
+$6.2M
2
+$4.09M
3
+$3.6M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.78M
5
GOV
Government Properties Income Trust
GOV
+$1.73M

Sector Composition

1 Technology 11.13%
2 Consumer Staples 10.08%
3 Financials 9.22%
4 Healthcare 7.8%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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157
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158
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-3,748
159
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160
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161
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0
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