SP
SWS Partners Portfolio holdings
AUM
$371M
1-Year Return
24.85%
This Quarter Return
+7.15%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$269M
AUM Growth
+$57.8M
(+27%)
Cap. Flow
+$46.1M
Cap. Flow
% of AUM
17.16%
Top 10 Holdings %
Top 10 Hldgs %
29.89%
Holding
118
New
38
Increased
44
Reduced
34
Closed
1
Top Buys
| 1 |
UnitedHealth
UNH
|
$3.19M |
| 2 |
Blackrock
BLK
|
$2.89M |
| 3 |
Intel
INTC
|
$2.66M |
| 4 |
Pfizer
PFE
|
$2.48M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.88M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$2.66M |
| 2 |
Arista Networks
ANET
|
$1.04M |
| 3 |
Marathon Petroleum
MPC
|
$479K |
| 4 |
Meta Platforms (Facebook)
META
|
$371K |
| 5 |
American Homes 4 Rent
AMH
|
$338K |
Sector Composition
| 1 | Technology | 15.69% |
| 2 | Healthcare | 8.02% |
| 3 | Consumer Discretionary | 6.62% |
| 4 | Financials | 6.48% |
| 5 | Communication Services | 5.05% |
