SP
SWS Partners Portfolio holdings
AUM
$371M
1-Year Return
24.85%
This Quarter Return
+0.63%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$335M
AUM Growth
+$87.6K
(+0.03%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
31%
Holding
315
New
201
Increased
47
Reduced
59
Closed
5
Top Buys
| 1 |
Oracle
ORCL
|
$2.66M |
| 2 |
Walmart
WMT
|
$1.91M |
| 3 |
Costco
COST
|
$1.85M |
| 4 |
Airbnb
ABNB
|
$1.31M |
| 5 |
Marvell Technology
MRVL
|
$1.21M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.01M |
| 2 |
Cognizant
CTSH
|
$2.55M |
| 3 |
Twilio
TWLO
|
$2.38M |
| 4 |
Genuine Parts
GPC
|
$2.25M |
| 5 |
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% |
