SP
SWS Partners Portfolio holdings
AUM
$371M
1-Year Return
24.85%
This Quarter Return
+3.12%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
99.85%
Top 10 Holdings %
Top 10 Hldgs %
39.47%
Holding
410
New
403
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.27% |
| 2 | Healthcare | 6.07% |
| 3 | Communication Services | 4.8% |
| 4 | Technology | 3.79% |
| 5 | Consumer Staples | 3.14% |
