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
$153M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$1.21M
4
GH icon
Guardant Health
GH
+$995K
5
XYZ
Block Inc
XYZ
+$903K

Top Sells

1
+$2.03M
2
+$1.94M
3
+$1.9M
4
AMH icon
American Homes 4 Rent
AMH
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 30.27%
2 Healthcare 14.58%
3 Consumer Discretionary 11.97%
4 Financials 11.67%
5 Communication Services 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96K 0.06%
+693
77
$71K 0.05%
+800
78
$67K 0.04%
+506
79
$65K 0.04%
+647
80
$63K 0.04%
+1,138
81
$60K 0.04%
+370
82
$59K 0.04%
+354
83
$52K 0.03%
+115
84
$52K 0.03%
+1,000
85
$48K 0.03%
+100
86
$43K 0.03%
+1,200
87
$40K 0.03%
+422
88
$33K 0.02%
+111
89
$32K 0.02%
+132
90
$28K 0.02%
+200
91
$27K 0.02%
+400
92
$25K 0.02%
+1,417
93
$24K 0.02%
+285
94
$23K 0.02%
+116
95
$21K 0.01%
+214
96
$21K 0.01%
+119
97
$20K 0.01%
+150
98
$20K 0.01%
+79
99
$17K 0.01%
+74
100
$17K 0.01%
+123
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