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
201
$9K 0.01%
+57
202
$8K 0.01%
120
203
$8K 0.01%
+134
204
$8K 0.01%
100
205
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100
206
$7K ﹤0.01%
105
207
$7K ﹤0.01%
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$7K ﹤0.01%
134
209
$7K ﹤0.01%
430
210
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111
-278
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$7K ﹤0.01%
251
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$7K ﹤0.01%
500
213
$6K ﹤0.01%
181
-4
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$5K ﹤0.01%
105
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$4K ﹤0.01%
75
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$4K ﹤0.01%
67
217
$4K ﹤0.01%
100
-275
218
$4K ﹤0.01%
175
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$4K ﹤0.01%
55
220
$3K ﹤0.01%
20
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$3K ﹤0.01%
86
222
$3K ﹤0.01%
100
223
$3K ﹤0.01%
75
224
$3K ﹤0.01%
30
225
$2K ﹤0.01%
100
7 8
9
10 11