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
251
$9.22K ﹤0.01%
+770
252
$9.13K ﹤0.01%
+77
253
$9.12K ﹤0.01%
+273
254
$9.06K ﹤0.01%
+68
255
$9.03K ﹤0.01%
+48
256
$8.89K ﹤0.01%
+83
257
$8.85K ﹤0.01%
+85
258
$8.77K ﹤0.01%
+128
259
$8.46K ﹤0.01%
+110
260
$8.15K ﹤0.01%
+229
261
$8.15K ﹤0.01%
+205
262
$7.92K ﹤0.01%
+88
263
$7.76K ﹤0.01%
+46
264
$7.74K ﹤0.01%
+262
265
$7.72K ﹤0.01%
+581
266
$7.36K ﹤0.01%
+62
267
$7K ﹤0.01%
+26
268
$6.89K ﹤0.01%
+86
269
$6.88K ﹤0.01%
+35
270
$6.83K ﹤0.01%
+312
271
$6.71K ﹤0.01%
+167
272
$6.65K ﹤0.01%
+69
273
$6.55K ﹤0.01%
+118
274
$6.51K ﹤0.01%
+58
275
$6.4K ﹤0.01%
+357
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