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
126
$110K 0.03%
+2,617
127
$105K 0.03%
+633
128
$101K 0.03%
+644
129
$101K 0.03%
+1,041
130
$98K 0.03%
+294
131
$96K 0.03%
+1,273
132
$95.5K 0.03%
+1,195
133
$89.2K 0.03%
+5,250
134
$87.5K 0.03%
+553
135
$86.4K 0.03%
+3,634
136
$86.2K 0.03%
+3,706
137
$82.8K 0.02%
+936
138
$81.6K 0.02%
+521
139
$80.7K 0.02%
+489
140
$80.3K 0.02%
+236
141
$80.1K 0.02%
+946
142
$77.2K 0.02%
+333
143
$75.7K 0.02%
+881
144
$74.6K 0.02%
+1,302
145
$74.1K 0.02%
+1,544
146
$73.6K 0.02%
+937
147
$66.7K 0.02%
+101
148
$65.5K 0.02%
+1,578
149
$64K 0.02%
+283
150
$63.9K 0.02%
+115
4 5
6
7 8