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
$277M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$605K
3
+$528K
4
MTCH icon
Match Group
MTCH
+$426K
5
PINS icon
Pinterest
PINS
+$397K

Top Sells

1
+$1.17M
2
+$1.02M
3
+$898K
4
CTSH icon
Cognizant
CTSH
+$603K
5
AAPL icon
Apple
AAPL
+$578K

Sector Composition

1 Technology 16.37%
2 Healthcare 7.89%
3 Financials 6.45%
4 Consumer Discretionary 6.41%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.83%
65,349
-106
52
$2.3M 0.83%
45,542
+1,349
53
$2.26M 0.82%
53,470
54
$2.23M 0.8%
13,124
-782
55
$2.19M 0.79%
24,394
+1,017
56
$2.18M 0.79%
32,762
+4,858
57
$2.16M 0.78%
41,648
+1,531
58
$2.14M 0.77%
35,267
+4,158
59
$2.14M 0.77%
15,362
+1,395
60
$2.1M 0.76%
91,776
+12,856
61
$2.01M 0.72%
27,409
+866
62
$1.99M 0.72%
10,175
+1,385
63
$1.96M 0.71%
5,588
-60
64
$1.96M 0.71%
3,503
-42
65
$1.95M 0.71%
19,704
+1,652
66
$1.84M 0.66%
28,205
-9,250
67
$1.84M 0.66%
52,521
-12,471
68
$1.77M 0.64%
27,459
-5,604
69
$1.73M 0.63%
7,047
-40
70
$1.68M 0.61%
6,630
-508
71
$1.68M 0.61%
25,719
-274
72
$1.62M 0.59%
42,144
-8,004
73
$1.62M 0.58%
39,032
-9,319
74
$1.6M 0.58%
30,956
-3,481
75
$1.58M 0.57%
44,032
-460
1 2
3
4 5