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
201
$11K 0.01%
+395
202
$10K 0.01%
+125
203
$10K 0.01%
+189
204
$9K 0.01%
+286
205
$8K 0.01%
+120
206
$8K 0.01%
+100
207
$8K 0.01%
+500
208
$7K ﹤0.01%
+105
209
$7K ﹤0.01%
+100
210
$7K ﹤0.01%
+181
211
$7K ﹤0.01%
+100
212
$7K ﹤0.01%
+150
213
$7K ﹤0.01%
+251
214
$7K ﹤0.01%
+185
215
$6K ﹤0.01%
+346
216
$6K ﹤0.01%
+311
217
$6K ﹤0.01%
+134
218
$6K ﹤0.01%
+430
219
$5K ﹤0.01%
+75
220
$5K ﹤0.01%
+111
221
$5K ﹤0.01%
+105
222
$5K ﹤0.01%
+500
223
$4K ﹤0.01%
+55
224
$3K ﹤0.01%
+67
225
$3K ﹤0.01%
+175
6 7 8
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