- New Purchases: TWTR,
- Added Positions: IWM, SPY, EFA,
- Reduced Positions: XLK, XLV, XLY, XLF, XLC, XLI, XLP, XLB, XLE, XLU, XLRE, GLD,
For the details of Swan Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/swan+wealth+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Swan Wealth Advisors, Inc.- S&P 500 ETF TRUST ETF (SPY) - 1,040,139 shares, 24.75% of the total portfolio. Shares added by 1.37%
- Technology Select Sector SPDR ETF (XLK) - 2,276,934 shares, 18.63% of the total portfolio. Shares reduced by 4.88%
- Health Care Select Sector SPDR (XLV) - 1,265,364 shares, 8.88% of the total portfolio. Shares reduced by 4.88%
- Consumer Discretionary Select Sector SPDR (XLY) - 841,254 shares, 8.35% of the total portfolio. Shares reduced by 4.86%
- Financial Select Sector SPDR (XLF) - 3,784,847 shares, 7.72% of the total portfolio. Shares reduced by 4.88%
Swan Wealth Advisors, Inc. initiated holding in Twitter Inc. The purchase prices were between $50.11 and $72.45, with an estimated average price of $61.33. The stock is now traded at around $64.820000. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,217 shares as of 2021-06-30.
Added: iShares Russell 2000 ETF (IWM)Swan Wealth Advisors, Inc. added to a holding in iShares Russell 2000 ETF by 23.43%. The purchase prices were between $211.53 and $232.54, with an estimated average price of $224.52. The stock is now traded at around $221.130000. The impact to a portfolio due to this purchase was 0.48%. The holding were 200,200 shares as of 2021-06-30.
Here is the complete portfolio of Swan Wealth Advisors, Inc.. Also check out:
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