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
$148M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.88M
3
+$1.5M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$1.27M
5
GOV
Government Properties Income Trust
GOV
+$1.27M

Top Sells

1
+$3.46M
2
+$2.9M
3
+$773K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$601K
5
TGT icon
Target
TGT
+$390K

Sector Composition

1 Industrials 16.19%
2 Consumer Staples 12.55%
3 Healthcare 12.16%
4 Financials 9.1%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K 0.01%
701
-1,682
177
$17K 0.01%
57
178
$16K 0.01%
100
179
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250
180
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348
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181
$15K 0.01%
580
182
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250
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400
-1,600
184
$14K 0.01%
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185
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186
$14K 0.01%
377
187
$14K 0.01%
521
-121
188
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150
189
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190
$13K 0.01%
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191
$13K 0.01%
268
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192
$13K 0.01%
495
193
$12K 0.01%
404
194
$12K 0.01%
500
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195
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$11K 0.01%
150
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$10K 0.01%
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198
$10K 0.01%
395
199
$10K 0.01%
+37
200
$9K 0.01%
189
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8
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