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SWM Advisors13F | |
SWM Advisors | |
Last update 2022-10-12 | 24 Stocks (4 new) |
Value $106.00 Mil | Turnover 4 % |
Portfolio Report |
SWM Advisors's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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SWM Advisors Total Holding History ($B)
SWM Advisors's Asset Allocation
SWM Advisors Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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SWM Advisors's Hypothetical Growth since 2022-09-30
SWM Advisors's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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SWM Advisors's Holdings Heat Map
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SWM Advisors's Holdings Bubble Chart
SWM Advisors News
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