Southern Wealth Management, LLP Portfolio Holdings by Sector
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEFA SCHC VUG IEMG IWF VOO EEMV VOE 59 stocks |
$247,623
96.15% of portfolio
|
34
|
23
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5,841
2.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,073
1.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|