SA

SWM Advisors

13F
SWM Advisors
Last update 2022-10-12 24 Stocks (4 new)
Value $106.00 Mil Turnover 4 %
Countries:
Top Holdings: VOO(39.94%)VEA(14.43%)VXF(12.06%)FLOT(6.68%)ICSH(6.27%)
Summary Stock Picks Current Portfolio
SWM Advisors Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
129,127
42,392.0
+2.34%
39.940
+0.91%
0.020
+16.76%
+7.46%
616,819.8
 
VEA
Vanguard FTSE Developed Markets ETF
421,171
15,314.0
+3.18%
14.430
+0.45%
0.020
+15.17%
+21.17%
151,853.0
 
VXF
Vanguard Extended Market Index ETF
100,670
12,796.0
+5.54%
12.060
+0.63%
0.100
+20.78%
+4.60%
20,461.9
 
FLOT
iShares Floating Rate Bond ETF
141,133
7,095.0
+6.97%
6.680
+0.44%
0.080
+0.10%
0%
8,909.6
 
ICSH
BlackRock Ultra Short-Term Bond ETF
133,095
6,656.0
+0.21%
6.270
+0.01%
0.090
+0.02%
+0.20%
6,002.4
 
BSV
Vanguard Short-Term Bond ETF
85,668
6,410.0
+2.96%
6.040
+0.17%
0.020
-0.25%
+1.26%
38,481.4
 
BIV
Vanguard Intermediate-Term Bond ETF
77,995
5,731.0
+2.77%
5.400
+0.15%
0.050
-0.42%
+2.68%
23,135.4
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
101,571
4,498.0
-0.08%
4.240
0%
0.220
+18.46%
+15.94%
13,855.4
 
TSLA
Tesla Inc
3,732
990.0
0%
0.930
0%
0.000
+17.98%
-21.91%
1,015,728.5
Vehicles & Parts
AAPL
Apple Inc
4,256
588.0
0%
0.550
0%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware

SWM Advisors's Historical Top Holdings Breakdowns

SWM Advisors Total Holding History ($B)

To

SWM Advisors's Asset Allocation

To

SWM Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SWM Advisors's Hypothetical Growth since 2022-09-30

SWM Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

SWM Advisors's Holdings Heat Map

Size field:

SWM Advisors's Holdings Bubble Chart

SWM Advisors News

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