SP
SWS Partners Portfolio holdings
AUM
$371M
1-Year Return
24.85%
This Quarter Return
+1.63%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$142M
AUM Growth
+$6.52M
(+4.8%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
8.3%
Top 10 Holdings %
Top 10 Hldgs %
34.81%
Holding
386
New
16
Increased
58
Reduced
24
Closed
282
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$7.12M |
| 2 |
Archer Daniels Midland
ADM
|
$1.98M |
| 3 |
MetLife
MET
|
$1.78M |
| 4 |
Toronto Dominion Bank
TD
|
$1.5M |
| 5 |
Amazon
AMZN
|
$1.05M |
Top Sells
| 1 |
Horizon Bancorp
HBNC
|
$2.03M |
| 2 |
BCE
BCE
|
$1.61M |
| 3 |
Kimberly-Clark
KMB
|
$1.6M |
| 4 |
Wells Fargo
WFC
|
$1.42M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.29M |
Sector Composition
| 1 | Healthcare | 6.76% |
| 2 | Financials | 6.57% |
| 3 | Technology | 6.07% |
| 4 | Communication Services | 4.44% |
| 5 | Consumer Staples | 3.13% |
