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
151
$60.6K 0.02%
+545
152
$60.4K 0.02%
+396
153
$54.8K 0.02%
+159
154
$54.2K 0.02%
+123
155
$53.9K 0.02%
+507
156
$53.2K 0.02%
+1,311
157
$52.6K 0.02%
+417
158
$51.8K 0.02%
+2,279
159
$51K 0.02%
+1,782
160
$50.9K 0.02%
+577
161
$49.9K 0.01%
+879
162
$49.4K 0.01%
+184
163
$48.9K 0.01%
+305
164
$48.2K 0.01%
+278
165
$46.1K 0.01%
+2,419
166
$45.3K 0.01%
+137
167
$44.9K 0.01%
+707
168
$44.4K 0.01%
+630
169
$44.1K 0.01%
+115
170
$43.9K 0.01%
+798
171
$42.8K 0.01%
+421
172
$41.5K 0.01%
+193
173
$41.4K 0.01%
+300
174
$41.4K 0.01%
+1,283
175
$39.9K 0.01%
+1,536
5 6
7
8 9