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
$176M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.8M
3
+$1.64M
4
TPR icon
Tapestry
TPR
+$1.57M
5
SFIX icon
Stitch Fix
SFIX
+$1.18M

Top Sells

1
+$2.17M
2
+$1.86M
3
+$1.62M
4
AMBA icon
Ambarella
AMBA
+$1.53M
5
KSS icon
Kohl's
KSS
+$1.36M

Sector Composition

1 Technology 32.73%
2 Healthcare 13.75%
3 Communication Services 11.73%
4 Consumer Discretionary 11.7%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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86
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87
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-18,406
88
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-15,000
89
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-9,678
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4