- Added Positions: XLC, IEMG, EFA, IWM, GLD, IYR,
- Reduced Positions: XLK, XLY, XLV, XLU, XLI, XLP, XLF, XLB, XLE, SPY, XLRE, EEM, IEI, SHY, HYG,
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/portfolioportfolio
These are the top 5 holdings of Swan Wealth Advisors, Inc.- SPDR S&P 500 ETF Trust (SPY) - 1,803,218 shares, 15.84% of the total portfolio. Shares reduced by 6.51%
- Materials Select Sector SPDR Fund (XLB) - 4,583,795 shares, 8.01% of the total portfolio. Shares reduced by 31.1%
- Technology Select Sector SPDR Fund (XLK) - 3,367,596 shares, 7.92% of the total portfolio. Shares reduced by 45.1%
- Consumer Staples Select Sector SPDR Fund (XLP) - 4,461,073 shares, 7.81% of the total portfolio. Shares reduced by 36.12%
- Consumer Discretionary Select Sector SPDR Fund (XLY) - 2,167,068 shares, 7.76% of the total portfolio. Shares reduced by 45.18%
Swan Wealth Advisors, Inc. added to a holding in The Communication Services Select Sector SPDR Fund by 426.24%. The purchase prices were between $45.61 and $51.22, with an estimated average price of $48.62. The stock is now traded at around $49.09. The impact to a portfolio due to this purchase was 6.15%. The holding were 5,169,394 shares as of .
Added: iShares Core MSCI Emerging Markets ETF (IEMG)Swan Wealth Advisors, Inc. added to a holding in iShares Core MSCI Emerging Markets ETF by 289.44%. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $47.33. The impact to a portfolio due to this purchase was 0.72%. The holding were 623,247 shares as of .
Added: iShares Russell 2000 ETF (IWM)Swan Wealth Advisors, Inc. added to a holding in iShares Russell 2000 ETF by 28.75%. The purchase prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $148.67. The impact to a portfolio due to this purchase was 0.55%. The holding were 532,900 shares as of .
Added: iShares MSCI EAFE ETF (EFA)Swan Wealth Advisors, Inc. added to a holding in iShares MSCI EAFE ETF by 28.28%. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $62.44. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,257,900 shares as of .
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