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
26
$3.76M 1.12%
115,479
+40
27
$3.76M 1.12%
190,955
+3,832
28
$3.72M 1.11%
53,164
+17,285
29
$3.68M 1.1%
4,683
-78
30
$3.63M 1.08%
73,436
-696
31
$3.57M 1.07%
11,755
+791
32
$3.49M 1.04%
24,762
+1,823
33
$3.4M 1.02%
19,612
+1,560
34
$3.33M 1%
76,156
+106
35
$3.23M 0.96%
75,499
-16,222
36
$3.2M 0.96%
23,400
-313
37
$3.13M 0.93%
32,678
+2,777
38
$2.84M 0.85%
16,602
+356
39
$2.84M 0.85%
26,617
-9,061
40
$2.71M 0.81%
32,737
+428
41
$2.69M 0.8%
134,788
+3,947
42
$2.66M 0.79%
+18,843
43
$2.65M 0.79%
10,852
+155
44
$2.65M 0.79%
72,945
+2,042
45
$2.61M 0.78%
25,081
-178
46
$2.6M 0.78%
106,571
+1,550
47
$2.59M 0.77%
1,577
+20
48
$2.59M 0.77%
28,401
+682
49
$2.57M 0.77%
50,158
-66
50
$2.53M 0.76%
90,626
-4,957
1
2
3 4 5