SL

SWMG LLC Portfolio holdings

AUM $331M
1-Year Est. Return 14.68%
This Quarter Est. Return
1 Year Est. Return
+14.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$749K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 0.41%
2 Communication Services 0.12%
3 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,291
102
-13,595
103
-9,122
104
-7,004