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SP

SWS Partners Portfolio holdings

AUM $405M
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$664K
3
+$588K
4
SNOW icon
Snowflake
SNOW
+$575K
5
LYB icon
LyondellBasell Industries
LYB
+$569K

Top Sells

1
+$1.04M
2
+$1.02M
3
+$670K
4
BMY icon
Bristol-Myers Squibb
BMY
+$611K
5
META icon
Meta Platforms (Facebook)
META
+$592K

Sector Composition

1 Technology 26.86%
2 Healthcare 15.34%
3 Financials 11.88%
4 Consumer Discretionary 11.55%
5 Communication Services 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
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