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
276
$6.36K ﹤0.01%
+357
277
$6.09K ﹤0.01%
+61
278
$6.03K ﹤0.01%
+35
279
$6.02K ﹤0.01%
+83
280
$5.92K ﹤0.01%
+117
281
$5.66K ﹤0.01%
+38
282
$5.58K ﹤0.01%
+443
283
$5.51K ﹤0.01%
+19
284
$5.47K ﹤0.01%
+248
285
$5.4K ﹤0.01%
+136
286
$5.39K ﹤0.01%
+350
287
$5.37K ﹤0.01%
+27
288
$5.35K ﹤0.01%
+76
289
$5.34K ﹤0.01%
+14
290
$5.19K ﹤0.01%
+70
291
$5.09K ﹤0.01%
+256
292
$4.81K ﹤0.01%
+29
293
$4.8K ﹤0.01%
+70
294
$4.61K ﹤0.01%
+105
295
$4.53K ﹤0.01%
+164
296
$4.42K ﹤0.01%
+44
297
$4.08K ﹤0.01%
+50
298
$3.95K ﹤0.01%
+381
299
$3.64K ﹤0.01%
+116
300
$3.42K ﹤0.01%
+60
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