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

Top Buys

1
+$1.9M
2
+$1.79M
3
+$1.36M
4
GH icon
Guardant Health
GH
+$1.03M
5
SHOP icon
Shopify
SHOP
+$985K

Top Sells

1
+$1.94M
2
+$1.92M
3
+$1.9M
4
AMH icon
American Homes 4 Rent
AMH
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.5M

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
101
$14K 0.01%
+55
102
$14K 0.01%
+200
103
$12K 0.01%
+27
104
$12K 0.01%
+47
105
$10K 0.01%
+195
106
$9K 0.01%
+117
107
$7K ﹤0.01%
+35
108
$7K ﹤0.01%
+64
109
$3K ﹤0.01%
+53
110
– –
-1,234
111
– –
-1,215
112
– –
-16,004
113
– –
-1,698
114
– –
-6,480
115
$0 ﹤0.01%
+57
116
– –
-40,348
1 2 3 4
5