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
326
$5K ﹤0.01%
+330
327
0
328
$5K ﹤0.01%
+44
329
$5K ﹤0.01%
+33
330
$5K ﹤0.01%
+32
331
$5K ﹤0.01%
+46
332
$5K ﹤0.01%
+43
333
$5K ﹤0.01%
+82
334
$4K ﹤0.01%
+59
335
$4K ﹤0.01%
+27
336
$4K ﹤0.01%
+133
337
$4K ﹤0.01%
+106
338
$4K ﹤0.01%
+26
339
$4K ﹤0.01%
+282
340
$4K ﹤0.01%
+70
341
$4K ﹤0.01%
+26
342
0
343
$4K ﹤0.01%
+78
344
$4K ﹤0.01%
+87
345
$4K ﹤0.01%
+48
346
$4K ﹤0.01%
+87
347
$4K ﹤0.01%
+283
348
$3K ﹤0.01%
+125
349
$3K ﹤0.01%
+36
350
$3K ﹤0.01%
+96