APW
SWZ

Allied Private Wealth’s Swiss Helvetia Fund SWZ Stock Holding History

Allied Private Wealth’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67K Buy
+619
New +$3.71K ﹤0.01% 650

Other funds holding SWZ

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return