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
$511M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.02M
3
+$3.25M
4
UPS icon
United Parcel Service
UPS
+$1.67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.27M

Top Sells

1
+$27.8M
2
+$26.9M
3
+$6.29M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.49M
5
DVN icon
Devon Energy
DVN
+$3.05M

Sector Composition

1 Industrials 11.36%
2 Technology 10.87%
3 Energy 4.71%
4 Financials 4.34%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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162
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