SA
SWM Advisors Portfolio holdings
AUM
$106M
This Quarter Return
+5.53%
1 Year Return
-17.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.61%
Holding
31
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$50.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$16.2M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$14.5M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$11.2M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$8.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.19% |
| 2 | Communication Services | 1.1% |
| 3 | Technology | 1.03% |
| 4 | Healthcare | 1% |
| 5 | Financials | 0.46% |
