SP

SWS Partners Portfolio holdings

AUM $414M
1-Year Est. Return 25.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.22%
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
401
$0 ﹤0.01%
+6
402
$0 ﹤0.01%
+3
403
$0 ﹤0.01%
+13
404
$0 ﹤0.01%
+2
405
$0 ﹤0.01%
+8
406
$0 ﹤0.01%
+5
407
$0 ﹤0.01%
+9
408
$0 ﹤0.01%
+9
409
$0 ﹤0.01%
+2
410
$0 ﹤0.01%
+2