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
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.27%
2 Healthcare 6.07%
3 Communication Services 4.8%
4 Technology 3.79%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
+25
277
$8K 0.01%
+105
278
$8K 0.01%
+342
279
$8K 0.01%
+87
280
$8K 0.01%
+50
281
$8K 0.01%
+40
282
$7K 0.01%
+64
283
$7K 0.01%
+32
284
$7K 0.01%
+135
285
$7K 0.01%
+180
286
$7K 0.01%
+70
287
$7K 0.01%
+64
288
$7K 0.01%
+459
289
$7K 0.01%
+70
290
$7K 0.01%
+85
291
$7K 0.01%
+214
292
$7K 0.01%
+18
293
$7K 0.01%
+113
294
$7K 0.01%
+37
295
$7K 0.01%
+145
296
$7K 0.01%
+74
297
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+135
298
$7K 0.01%
+223
299
$7K 0.01%
+268
300
$7K 0.01%
+425