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
$335M
AUM Growth
+$87.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.91M
3
+$1.85M
4
ABNB icon
Airbnb
ABNB
+$1.31M
5
MRVL icon
Marvell Technology
MRVL
+$1.21M

Top Sells

1
+$3.01M
2
+$2.55M
3
+$2.38M
4
GPC icon
Genuine Parts
GPC
+$2.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$965K

Sector Composition

1 Technology 16.68%
2 Healthcare 8.28%
3 Consumer Discretionary 6.74%
4 Financials 6.15%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$394K 0.12%
1,663
-377
102
$379K 0.11%
12,025
103
$361K 0.11%
888
-1,599
104
$341K 0.1%
2,962
-149
105
$335K 0.1%
12,121
-1
106
$290K 0.09%
2,972
-302
107
$279K 0.08%
7,254
-296
108
$258K 0.08%
826
-22
109
$250K 0.07%
5,020
110
$246K 0.07%
3,418
111
$232K 0.07%
885
-21
112
$222K 0.07%
2,073
-333
113
$219K 0.07%
5,661
+98
114
$203K 0.06%
2,578
-190
115
$200K 0.06%
+1,399
116
$195K 0.06%
+3,066
117
$191K 0.06%
+1,269
118
$188K 0.06%
948
-997
119
$172K 0.05%
+2,650
120
$157K 0.05%
+3,870
121
$147K 0.04%
+531
122
$139K 0.04%
+1,883
123
$128K 0.04%
+1,056
124
$127K 0.04%
+790
125
$114K 0.03%
+693
3 4
5
6 7