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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
$138M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.08M
3
+$2.11M
4
URI icon
United Rentals
URI
+$1.92M
5
STM icon
STMicroelectronics
STM
+$1.89M

Top Sells

1
+$1.98M
2
+$1.81M
3
+$1.65M
4
MTCH icon
Match Group
MTCH
+$1.56M
5
CRM icon
Salesforce
CRM
+$1.53M

Sector Composition

1 Technology 24.05%
2 Financials 16.56%
3 Industrials 12.67%
4 Consumer Discretionary 11.2%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.02M 5.09%
14,521
+998
2
$5.64M 4.09%
18,025
+1,158
3
$5.4M 3.92%
19,866
+758
4
$5.15M 3.74%
14,890
+790
5
$5.02M 3.64%
25,743
+12,946
6
$4.79M 3.47%
16,169
+4,128
7
$3.72M 2.7%
59,996
+25,080
8
$3.66M 2.65%
11,352
+2,834
9
$3.52M 2.55%
27,586
+11,668
10
$3.52M 2.55%
+5,326
11
$3.44M 2.5%
21,465
+5,547
12
$3.2M 2.32%
9,489
+2,451
13
$3.14M 2.28%
20,467
+5,289
14
$3.12M 2.26%
32,443
+8,385
15
$3.11M 2.26%
23,017
+12,282
16
$3.05M 2.21%
43,992
+11,352
17
$3.02M 2.19%
19,583
+5,031
18
$2.93M 2.13%
2,738
+645
19
$2.92M 2.11%
21,964
+5,676
20
$2.91M 2.11%
2,707
-98
21
$2.9M 2.11%
11,311
+2,838
22
$2.9M 2.1%
12,673
+3,235
23
$2.84M 2.06%
15,512
+2,074
24
$2.8M 2.03%
23,953
+393
25
$2.79M 2.03%
30,391
+1,795
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