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