Swm Advisors has filed its 13F form on October 12, 2022 for Q3 2022 where it was disclosed a total value porftolio of $106 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $42.4M, Vanguard Ftse Developed Market with a value of $15.3M, Vanguard Extended Market ETF with a value of $12.8M, Ishares Tr Fltg Rate Nt ETF with a value of $7.1M, and Blackrock Ultra Short Term Bon with a value of $6.66M.

Examining the 13F form we can see an decrease of $3.65M in the current position value, from $110M to 106M.

Below you can find more details about Swm Advisors portfolio as well as his latest detailed transactions.

Portfolio value $106 Million
ETFs: $102 Million
Consumer Cyclical: $1.28 Million
Technology: $1.06 Million
Healthcare: $891,000
Financial Services: $309,000
Communication Services: $216,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $106 Million
  • Prior Value $110 Million
  • Filing
  • Period Q3 2022
  • Filing Date October 12, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Swm Advisors Portfolio

Follow Swm Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swm Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Swm Advisors with notifications on news.