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
$304M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$6.34M
3
+$5.56M
4
UPS icon
United Parcel Service
UPS
+$4.27M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.09M

Top Sells

1
+$11.2M
2
+$4.79M
3
+$3.64M
4
SYY icon
Sysco
SYY
+$3.52M
5
MMM icon
3M
MMM
+$3.44M

Sector Composition

1 Industrials 9.84%
2 Healthcare 8.24%
3 Energy 7.57%
4 Technology 6.34%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-52,135
152
– –
-86,765
153
– –
-57,966
154
– –
-3,551
155
– –
-16,015
156
– –
-17,477
157
– –
-2,625
3 4 5 6
7