SFWA
Summit Financial Wealth Advisors Portfolio holdings
AUM
$504M
This Quarter Return
+2.14%
1 Year Return
+8.33%
3 Year Return
+20.72%
5 Year Return
+86.26%
10 Year Return
+118.55%
AUM
$253M
AUM Growth
+$253M
(+10%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
8.11%
Top 10 Holdings %
Top 10 Hldgs %
36.53%
Holding
152
New
13
Increased
52
Reduced
64
Closed
6
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$3.73M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$3.58M |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$3.47M |
| 4 |
Vanguard Growth ETF
VUG
|
$3.42M |
| 5 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$3.12M |
Top Sells
Sector Composition
| 1 | Financials | 9.24% |
| 2 | Industrials | 8.92% |
| 3 | Consumer Staples | 8.89% |
| 4 | Technology | 8.81% |
| 5 | Healthcare | 7.87% |