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
$274M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$3.34M
3
+$3.19M
4
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$2.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.62M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.42M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$2.23M
5
MMM icon
3M
MMM
+$1.83M

Sector Composition

1 Industrials 9.79%
2 Technology 8.39%
3 Healthcare 8.36%
4 Financials 7.16%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,280
152
– –
-2,271
153
– –
-7,888
154
– –
-1,959
155
– –
-22,925
156
– –
-4,650
157
– –
-15,556
3 4 5 6
7