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
$335M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$4.3M
3
+$4.3M
4
PRU icon
Prudential Financial
PRU
+$4.01M
5
OSB
Norbord Inc.
OSB
+$3.27M

Top Sells

1
+$14.7M
2
+$3.1M
3
+$2.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
JPM icon
JPMorgan Chase
JPM
+$2.1M

Sector Composition

1 Healthcare 9.8%
2 Industrials 8.86%
3 Energy 8.75%
4 Financials 6.42%
5 Technology 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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164
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7