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SWM Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
+5.53%
1 Year Est. Return
-17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
+$118M
Cap. Flow %
103.28%
Top 10 Hldgs %
93.61%
Holding
31
New
31
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 1.19%
2 Communication Services 1.1%
3 Technology 1.03%
4 Healthcare 1%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$974B
$50.1M 43.82%
+119,078
New +$50.3M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$226B
$16.2M 14.14%
+320,471
New +$16.5M
VXF icon
3
Vanguard Extended Market ETF
VXF
$30.5B
$14.5M 12.65%
+85,200
New +$16M
BIV icon
4
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$11.2M 9.77%
+131,927
New +$11.7M
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.7B
$8.88M 7.77%
+111,611
New +$9.08M
VCSH icon
6
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$2.11M 1.85%
+26,462
New +$2.16M
USMV icon
7
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.36M 1.19%
+17,768
New +$1.38M
TSLA icon
8
Tesla
TSLA
$1.43T
$1.02M 0.9%
+3,300
New +$1.11M
VCIT icon
9
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$998K 0.87%
+11,174
New +$1.05M
AAPL icon
10
Apple
AAPL
$4.9T
$750K 0.66%
+4,256
New +$673K
ANGL icon
11
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$675K 0.59%
+21,620
New +$711K
TTD icon
12
Trade Desk
TTD
$8.74B
$632K 0.55%
+7,906
New +$692K
CTLT
13
DELISTED
CATALENT, INC.
CTLT
$548K 0.48%
+5,283
New +$679K
WD icon
14
Walker & Dunlop
WD
$1.72B
$526K 0.46%
+3,686
New +$514K
VMBS icon
15
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$436K 0.38%
+8,470
New +$449K
SHOP icon
16
Shopify
SHOP
$160B
$423K 0.37%
+4,570
New +$668K
VYM icon
17
Vanguard High Dividend Yield ETF
VYM
$80B
$408K 0.36%
+3,594
New +$391K
NFLX icon
18
Netflix
NFLX
$290B
$379K 0.33%
+9,180
New +$587K
MELI icon
19
Mercado Libre
MELI
$92B
$340K 0.3%
+300
New +$421K
IDLV icon
20
Invesco S&P International Developed Low Volatility ETF
IDLV
$340M
$332K 0.29%
+10,437
New +$328K
TMO icon
21
Thermo Fisher Scientific
TMO
$198B
$310K 0.27%
+525
New +$328K
PFXF icon
22
VanEck Preferred Securities ex Financials ETF
PFXF
$2.39B
$294K 0.26%
+14,240
New +$306K
PGX icon
23
Invesco Preferred ETF
PGX
$3.91B
$284K 0.25%
+20,398
New +$304K
SPY icon
24
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$252K 0.22%
+551
New +$253K
VTI icon
25
Vanguard Total Stock Market ETF
VTI
$658B
$251K 0.22%
+1,087
New +$257K

Similar funds

SWM Advisors's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for SWM Advisors, which disclosed 31 positions worth $114M. Its ten largest holdings account for 94% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 119,078 shares worth $50.1M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 1.2% of assets, followed by Communication Services and Technology.

  • SWM Advisors's largest Q4 2021 buy was Vanguard S&P 500 ETF: 119,078 shares worth $50.1M.
  • SWM Advisors's ten largest holdings make up 94% of its $114M portfolio in Q4 2021.
  • SWM Advisors disclosed 31 positions in Q4 2021, its first 13F filing on record.

Based on SWM Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.