SW
| |
Southern Wealth Management, LLP13F | |
| Southern Wealth Management, LLP | |
| Last update 2023-05-15 | 61 Stocks (2 new) |
| Value $258.00 Mil | Turnover 2 % |
Southern Wealth Management, LL... Top Holdings of 2023-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 400,314 | 26,761.0 | +1.54% | 10.390 | +0.16% | 0.030 | +9.55% | +17.47% | 141,328.0 | ||
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 677,322 | 22,832.5 | +0.32% | 8.860 | +0.03% | 0.610 | +17.30% | +24.64% | 4,612.8 | ||
VUG | Vanguard Growth ETF | 83,817 | 20,907.3 | +0.07% | 8.120 | +0.01% | 0.030 | +27.33% | +9.25% | 167,127.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 350,856 | 17,118.3 | -0.27% | 6.650 | -0.02% | 0.020 | +17.47% | +16.91% | 99,158.0 | ||
IWF | iShares Russell 1000 Growth ETF | 69,719 | 17,034.6 | -3.26% | 6.610 | -0.20% | 0.030 | +27.12% | +8.14% | 113,776.0 | ||
VOO | Vanguard S&P 500 ETF | 36,935 | 13,890.1 | +1.91% | 5.390 | +0.10% | 0.000 | +19.22% | +7.07% | 660,834.1 | ||
EEMV |
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
| 223,487 | 12,195.7 | -0.90% | 4.730 | -0.04% | 0.260 | +8.82% | +8.50% | 4,587.0 | ||
VOE | Vanguard Mid-Cap Value ETF | 76,629 | 10,273.6 | -0.36% | 3.990 | -0.01% | 0.060 | +10.46% | +3.33% | 17,498.4 | ||
VXF | Vanguard Extended Market Index ETF | 52,132 | 7,309.0 | +2.71% | 2.840 | +0.08% | 0.050 | +22.61% | +4.48% | 21,536.8 | ||
EEM | iShares MSCI Emerging Markets ETF | 148,025 | 5,841.1 | +0.77% | 2.270 | +0.02% | 0.020 | +17.08% | +17.36% | 18,661.0 |
Southern Wealth Management, LLP's Historical Top Holdings Breakdowns
Southern Wealth Management, LLP Total Holding History ($B)
Southern Wealth Management, LLP's Asset Allocation
Southern Wealth Management, LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Southern Wealth Management, LLP's Hypothetical Growth since 2023-03-31
Southern Wealth Management, LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Southern Wealth Management, LLP's Holdings Heat Map
Size field:
Southern Wealth Management, LLP's Holdings Bubble Chart
Southern Wealth Management, LLP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers