SP

SWS Partners Portfolio holdings

AUM $410M
1-Year Est. Return 26.11%
This Quarter Est. Return
1 Year Est. Return
+26.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$87.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.91M
3
+$1.85M
4
ABNB icon
Airbnb
ABNB
+$1.31M
5
MRVL icon
Marvell Technology
MRVL
+$1.21M

Top Sells

1
+$3.01M
2
+$2.55M
3
+$2.38M
4
GPC icon
Genuine Parts
GPC
+$2.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$965K

Sector Composition

1 Technology 16.68%
2 Healthcare 8.28%
3 Consumer Discretionary 6.74%
4 Financials 6.15%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.6K ﹤0.01%
+369
227
$13.4K ﹤0.01%
+552
228
$13.1K ﹤0.01%
+54
229
$12.9K ﹤0.01%
+50
230
$12.8K ﹤0.01%
+934
231
$12.5K ﹤0.01%
+999
232
$12.2K ﹤0.01%
+306
233
$12.2K ﹤0.01%
+246
234
$12K ﹤0.01%
+346
235
$11.7K ﹤0.01%
+221
236
$11.6K ﹤0.01%
+26
237
$11.4K ﹤0.01%
+149
238
$11.2K ﹤0.01%
+24
239
$11.2K ﹤0.01%
+40
240
$10.8K ﹤0.01%
+42
241
$10.7K ﹤0.01%
+89
242
$10.7K ﹤0.01%
+64
243
$10.5K ﹤0.01%
+475
244
$10.5K ﹤0.01%
+865
245
$10.5K ﹤0.01%
+76
246
$9.77K ﹤0.01%
+108
247
$9.77K ﹤0.01%
+70
248
$9.59K ﹤0.01%
+81
249
$9.54K ﹤0.01%
+40
250
$9.37K ﹤0.01%
+199
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