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
$412M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$979K
3 +$939K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$776K
5
IBM icon
IBM
IBM
+$568K

Top Sells

1 +$3.46M
2 +$2.31M
3 +$2.16M
4
BAX icon
Baxter International
BAX
+$2.06M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.59M

Sector Composition

1 Technology 8.99%
2 Energy 5.95%
3 Financials 5.29%
4 Industrials 5.19%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,057
152
-1,072