SWM

Southern Wealth Management Portfolio holdings

AUM $258M
1-Year Est. Return 8.53%
This Quarter Est. Return
1 Year Est. Return
-8.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
-$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$345K
3
+$248K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$222K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$194K

Top Sells

1
+$147K
2
+$120K
3
+$70.1K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$49.2K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$44.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$349K 0.1%
10,631
52
$320K 0.09%
3,657
53
$318K 0.09%
11,966
54
$244K 0.07%
9,008
+32
55
$243K 0.07%
12,570
1 2
3