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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.73M
3
+$6.03M
4
INTC icon
Intel
INTC
+$5.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.61M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.02%
2 Consumer Staples 13.14%
3 Healthcare 12.36%
4 Financials 8.73%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K 0.01%
+100
177
$16K 0.01%
+642
178
$16K 0.01%
+377
179
$16K 0.01%
+250
180
$15K 0.01%
+250
181
$15K 0.01%
+375
182
$15K 0.01%
+580
183
$15K 0.01%
+300
184
$15K 0.01%
+140
185
$15K 0.01%
+57
186
$15K 0.01%
+600
187
$15K 0.01%
+495
188
$15K 0.01%
+150
189
$14K 0.01%
+150
190
$14K 0.01%
+200
191
$14K 0.01%
+600
192
$14K 0.01%
+225
193
$13K 0.01%
+290
194
$13K 0.01%
+150
195
$13K 0.01%
+195
196
$12K 0.01%
+126
197
$12K 0.01%
+167
198
$11K 0.01%
+150
199
$11K 0.01%
+404
200
$11K 0.01%
+250
6 7
8
9 10