SL
SWF LLC Portfolio holdings
AUM
$861M
1-Year Est. Return
33.41%
1 Year Est. Return
+33.41%
AUM
$358M
AUM Growth
+$62.4M
(+21%)
Holding
5
Top Buys
| 1 | +$4.32M | |
| 2 | +$3.56M | |
| 3 | +$1.97M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$967K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 98.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.03T
| $311M | 87.01% |
584,092
+8,105
|
|
||
|
2
Berkshire Hathaway Class A
BRK.A
$1.02T
| $39.9M | 11.17% |
50
|
|
||
3
Vanguard S&P 500 ETF
VOO
$778B
| $3.56M | 1% |
+6,937
|
|
||
4
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $1.97M | 0.55% |
+33,846
|
|
||
|
5
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $967K | 0.27% |
+9,244
|
|