SP
SWS Partners Portfolio holdings
AUM
$371M
This Quarter Return
+9.89%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$334M
AUM Growth
+$334M
(+9%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
31.14%
Holding
120
New
8
Increased
51
Reduced
52
Closed
6
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.97M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.56M |
| 3 |
Mercado Libre
MELI
|
$2.35M |
| 4 |
Domino's
DPZ
|
$1.96M |
| 5 |
Walt Disney
DIS
|
$1.81M |
Top Sells
| 1 |
PayPal
PYPL
|
$1.99M |
| 2 |
Vail Resorts
MTN
|
$1.66M |
| 3 |
Cloudflare
NET
|
$1.63M |
| 4 |
Interpublic Group of Companies
IPG
|
$1.62M |
| 5 |
Lennox International
LII
|
$923K |
Sector Composition
| 1 | Technology | 16.99% |
| 2 | Consumer Discretionary | 7.79% |
| 3 | Healthcare | 7.74% |
| 4 | Financials | 6.56% |
| 5 | Communication Services | 5.41% |
