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
301
$3.33K ﹤0.01%
+96
302
$3.23K ﹤0.01%
+61
303
$3.21K ﹤0.01%
+34
304
$3.11K ﹤0.01%
+154
305
$2.98K ﹤0.01%
+85
306
$2.62K ﹤0.01%
+58
307
$2.18K ﹤0.01%
+15
308
$1.92K ﹤0.01%
+258
309
$1.48K ﹤0.01%
+52
310
$383 ﹤0.01%
+56
311
– –
-34,805
312
– –
-14,520
313
– –
-14,150
314
– –
-38,882
315
– –
-7,182
9 10 11 12
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