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
$162M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.1M
3
+$1.7M
4
RBS.PRH.CL
Royal Bank Of Scotland Group
RBS.PRH.CL
+$1.49M
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$1.48M

Top Sells

1
+$421K
2
+$339K
3
+$283K
4
CAT icon
Caterpillar
CAT
+$199K
5
CLX icon
Clorox
CLX
+$125K

Sector Composition

1 Industrials 14.23%
2 Healthcare 11.36%
3 Consumer Staples 10.85%
4 Financials 8.33%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K 0.02%
+2,100
177
$30K 0.02%
4,000
178
$29K 0.02%
455
179
$28K 0.02%
1,000
180
$28K 0.02%
428
181
$28K 0.02%
325
+75
182
$27K 0.02%
+950
183
$26K 0.02%
477
184
$25K 0.02%
1,000
185
$23K 0.01%
800
186
$23K 0.01%
500
187
$22K 0.01%
136
188
$22K 0.01%
620
189
$22K 0.01%
+1,924
190
$21K 0.01%
584
191
$21K 0.01%
500
192
$21K 0.01%
30,750
193
$21K 0.01%
+287
194
$20K 0.01%
212
195
$20K 0.01%
450
196
$20K 0.01%
659
197
$20K 0.01%
405
198
$19K 0.01%
1,150
199
$19K 0.01%
381
200
$19K 0.01%
255
6 7
8
9 10