SIM

SW Investment Management Portfolio holdings

AUM $418M
1-Year Est. Return 46.98%
This Quarter Est. Return
1 Year Est. Return
+46.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$37M
2 +$36.2M
3 +$31.5M
4
JYNT icon
The Joint Corp
JYNT
+$22.7M
5
AMZN icon
Amazon
AMZN
+$9.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 48.46%
2 Industrials 23.89%
3 Healthcare 14.65%
4 Consumer Discretionary 6.3%
5 Real Estate 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$37M 22.66%
+708,877
2
$36.2M 22.16%
+130,000
3
$31.5M 19.3%
+415,000
4
$22.7M 13.9%
+865,000
5
$9.77M 5.98%
+60,000
6
$9.12M 5.58%
+60,000
7
$7.39M 4.52%
+175,000
8
$1.27M 0.78%
+77,376
9
0