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
$495M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$13.8M
3 +$8.3M
4
GRMN icon
Garmin
GRMN
+$3.05M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.2M

Top Sells

1 +$25M
2 +$14.7M
3 +$14.1M
4
PFE icon
Pfizer
PFE
+$1.62M
5
VLO icon
Valero Energy
VLO
+$1.13M

Sector Composition

1 Industrials 8.53%
2 Technology 7.58%
3 Financials 5.32%
4 Communication Services 4.62%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,788