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Home > Institutional Investor > Southern Wealth Management, Llp > Profile

Instuitional Investor - Southern Wealth Management, Llp

Fund Profile
Filing Period:
Fund Name: Southern Wealth Management, Llp
Portfolio Value $257,568,696
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Msci Eafe Etf
 400,314 $26,760,958 10.38%
2.
Schwab Strategic Trust
 FNDF 677,322 $22,832,522 8.86%
3.
Vanguard Growth Etf
 83,817 $20,907,285 8.11%
4.
Ishares Core Msci Emerging Markets Etf
 350,856 $17,118,274 6.64%
5.
Ishares Trust
 IEF 69,719 $17,034,559 6.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)