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SWP Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 25.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.5M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.08M
3 +$967K
4
AAPL icon
Apple
AAPL
+$888K
5
BLK icon
Blackrock
BLK
+$876K

Top Sells

1 +$1.87M
2 +$1.68M
3 +$1.56M
4
LAZ icon
Lazard
LAZ
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.47M

Sector Composition

1 Technology 28.43%
2 Financials 15.96%
3 Healthcare 12.86%
4 Industrials 10.4%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,343
52
-29,032