SFWA
Summit Financial Wealth Advisors Portfolio holdings
AUM
$504M
1-Year Return
8.33%
This Quarter Return
-0.46%
1 Year Return
+8.33%
3 Year Return
+20.72%
5 Year Return
+86.26%
10 Year Return
+118.55%
AUM
$148M
AUM Growth
+$3.61M
(+2.5%)
Cap. Flow
+$3.38M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
43.08%
Holding
269
New
26
Increased
44
Reduced
47
Closed
34
Top Buys
Top Sells
| 1 |
BHI
Baker Hughes
BHI
|
$3.46M |
| 2 |
Intel
INTC
|
$2.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$773K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$601K |
| 5 |
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% |
