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
$308M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$10.9M
3 +$5.87M
4
OKE icon
Oneok
OKE
+$2.98M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.02M

Top Sells

1 +$3.37M
2 +$3.23M
3 +$3.03M
4
BK icon
Bank of New York Mellon
BK
+$3.01M
5
DD icon
DuPont de Nemours
DD
+$2.7M

Sector Composition

1 Healthcare 10.85%
2 Energy 7.87%
3 Technology 6.06%
4 Industrials 6.02%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-13,237
152
-34,515