Swan Wealth Advisors as of Dec. 31, 2013
Portfolio Holdings for Swan Wealth Advisors
Swan Wealth Advisors holds 10 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 55.4 | $283M | 1.5M | 184.69 | |
| Consumer Discretionary SPDR (XLY) | 5.3 | $27M | 406k | 66.83 | |
| Industrial SPDR (XLI) | 5.3 | $27M | 517k | 52.26 | |
| Health Care SPDR (XLV) | 5.2 | $26M | 476k | 55.44 | |
| Financial Select Sector SPDR (XLF) | 5.1 | $26M | 1.2M | 21.86 | |
| Materials SPDR (XLB) | 5.0 | $25M | 548k | 46.22 | |
| Technology SPDR (XLK) | 4.9 | $25M | 702k | 35.74 | |
| Energy Select Sector SPDR (XLE) | 4.8 | $25M | 277k | 88.51 | |
| Consumer Staples Select Sect. SPDR (XLP) | 4.7 | $24M | 560k | 42.98 | |
| Utilities SPDR (XLU) | 4.3 | $22M | 580k | 37.97 |
