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
51
$2.49M 0.74%
18,446
+3,293
52
$2.42M 0.72%
24,104
-755
53
$2.38M 0.71%
19,179
-1,270
54
$2.38M 0.71%
26,626
+501
55
$2.34M 0.7%
4,636
-1,214
56
$2.33M 0.7%
183,080
+2,554
57
$2.31M 0.69%
24,648
+335
58
$2.29M 0.69%
16,588
-1,694
59
$2.28M 0.68%
78,857
+33,446
60
$2.22M 0.66%
57,255
-16,001
61
$2.15M 0.64%
4,232
-892
62
$2.12M 0.63%
69,764
+931
63
$2.11M 0.63%
17,662
-1,060
64
$2.1M 0.63%
80,877
-7,002
65
$2.05M 0.61%
10,563
-513
66
$2.02M 0.6%
30,855
+15
67
$1.99M 0.6%
3,863
-90
68
$1.98M 0.59%
22,552
+10,772
69
$1.91M 0.57%
+28,252
70
$1.85M 0.55%
+2,171
71
$1.8M 0.54%
27,200
+359
72
$1.72M 0.51%
44,050
+1,856
73
$1.71M 0.51%
71,920
-5,968
74
$1.69M 0.51%
3,609
-737
75
$1.63M 0.49%
34,317
-532
1 2
3
4 5