Swm Advisors Portfolio Holdings by Sector
Swm Advisors
- $106 Million
- Q3 2022
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VEA VXF FLOT ICSH BSV BIV EMXC 13 stocks |
$102,171
96.26% of portfolio
|
  11  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$990
0.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$588
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$486
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
TTD 1 stocks |
$472
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
CTLT 1 stocks |
$382
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
WD 1 stocks |
$309
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
MELI 1 stocks |
$290
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$216
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$215
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ECOR 1 stocks |
$23
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|