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
$253M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.73M
2 +$3.58M
3 +$3.47M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.42M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$3.12M

Sector Composition

1 Financials 9.24%
2 Industrials 8.92%
3 Consumer Staples 8.89%
4 Technology 8.81%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-66,727
152
-1,833