EPW
SWZ

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

Evolve 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
Q1 		$868K Sell
146,290
-71,606
-33% -$435K 0.05% 372
2025
Q4 		$1.36M Buy
+217,896
New +$1.32M 0.08% 229

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IA
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MC
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SCM
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RCM
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SFS
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YCM
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GRQ
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BBPWM
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