- New Purchases: PFF, HYG, PGX, SCHF, GLD,
- Added Positions: FPE, IEFA, EFV, IWP, VOO, VTI, VOE, VTV, SCHC, EFG, VXF, VEA, SCHM, SCHB, IWM, IWD, IEMG, EEM, SCHA, FNDF, VWO, SCHZ, VBR,
- Reduced Positions: IVV, USMV, EFAV, SCZ, EEMV, IWR, SCHG, IJR,
For the details of Southern Wealth Management, LLP's stock buys and sells, go to https://www.gurufocus.com/guru/southern+wealth+management%2C+llp/current-portfolio/portfolio
These are the top 5 holdings of Southern Wealth Management, LLP- Vanguard Growth ETF (VUG) - 155,724 shares, 14.99% of the total portfolio. Shares added by 0.08%
- BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV) - 249,462 shares, 6.96% of the total portfolio. Shares reduced by 35.49%
- First Trust Preferred Securities and Income ETF (FPE) - 778,621 shares, 5.97% of the total portfolio. Shares added by 20.49%
- CSIM Schwab International Small-Cap Equity ETF (SCHC) - 413,400 shares, 5.91% of the total portfolio. Shares added by 1.59%
- BTC iShares MSCI Emerging Markets Min Vol Factor E (EEMV) - 223,273 shares, 5.18% of the total portfolio. Shares reduced by 22.38%
Southern Wealth Management, LLP initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $36.13 and $38.51, with an estimated average price of $37.4. The stock is now traded at around $37.760000. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,656 shares as of 2020-12-31.
New Purchase: BTC iShares iBoxx USD High Yield Corporate Bond ET (HYG)Southern Wealth Management, LLP initiated holding in BTC iShares iBoxx USD High Yield Corporate Bond ET. The purchase prices were between $82.13 and $86.98, with an estimated average price of $84.7. The stock is now traded at around $87.640000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,389 shares as of 2020-12-31.
New Purchase: CSIM Schwab International Equity ETF (SCHF)Southern Wealth Management, LLP initiated holding in CSIM Schwab International Equity ETF. The purchase prices were between $30.32 and $36.26, with an estimated average price of $33.81. The stock is now traded at around $38.050000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,263 shares as of 2020-12-31.
New Purchase: Invesco Preferred ETF (PGX)Southern Wealth Management, LLP initiated holding in Invesco Preferred ETF. The purchase prices were between $14.64 and $15.27, with an estimated average price of $15.01. The stock is now traded at around $14.770000. The impact to a portfolio due to this purchase was 0.09%. The holding were 15,877 shares as of 2020-12-31.
New Purchase: SSgA SPDR Gold Shares (GLD)Southern Wealth Management, LLP initiated holding in SSgA SPDR Gold Shares. The purchase prices were between $166.67 and $183.19, with an estimated average price of $176.05. The stock is now traded at around $168.240000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,134 shares as of 2020-12-31.
Added: First Trust Preferred Securities and Income ETF (FPE)Southern Wealth Management, LLP added to a holding in First Trust Preferred Securities and Income ETF by 20.49%. The purchase prices were between $19.15 and $20.31, with an estimated average price of $19.77. The stock is now traded at around $20.310000. The impact to a portfolio due to this purchase was 1.02%. The holding were 778,621 shares as of 2020-12-31.
Added: BTC iShares Core MSCI EAFE ETF (IEFA)Southern Wealth Management, LLP added to a holding in BTC iShares Core MSCI EAFE ETF by 23.16%. The purchase prices were between $57.61 and $69.71, with an estimated average price of $64.27. The stock is now traded at around $72.980000. The impact to a portfolio due to this purchase was 0.87%. The holding were 175,976 shares as of 2020-12-31.
Added: BTC iShares MSCI EAFE Value ETF (EFV)Southern Wealth Management, LLP added to a holding in BTC iShares MSCI EAFE Value ETF by 34.92%. The purchase prices were between $38.09 and $47.61, with an estimated average price of $43.67. The stock is now traded at around $50.110000. The impact to a portfolio due to this purchase was 0.63%. The holding were 135,508 shares as of 2020-12-31.
Added: BTC iShares Russell Mid-Cap Growth ETF (IWP)Southern Wealth Management, LLP added to a holding in BTC iShares Russell Mid-Cap Growth ETF by 100.95%. The purchase prices were between $86.47 and $104.78, with an estimated average price of $95.22. The stock is now traded at around $111.030000. The impact to a portfolio due to this purchase was 0.51%. The holding were 26,250 shares as of 2020-12-31.
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