SP

SWS Partners Portfolio holdings

AUM $414M
1-Year Est. Return 25.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.22%
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
176
$38.2K 0.01%
+926
177
$37.2K 0.01%
+477
178
$36.7K 0.01%
+200
179
$36.2K 0.01%
+40
180
$34.8K 0.01%
+1,422
181
$34.6K 0.01%
+169
182
$32.6K 0.01%
+1,458
183
$31.5K 0.01%
+555
184
$31.4K 0.01%
+592
185
$31.2K 0.01%
+122
186
$31.1K 0.01%
+65
187
$29.8K 0.01%
+124
188
$29.7K 0.01%
+149
189
$26.9K 0.01%
+155
190
$26.4K 0.01%
+180
191
$26.2K 0.01%
+118
192
$25.5K 0.01%
+222
193
$25.2K 0.01%
+541
194
$25.1K 0.01%
+172
195
$24.5K 0.01%
+161
196
$24.3K 0.01%
+225
197
$24.1K 0.01%
+338
198
$23.3K 0.01%
+440
199
$23.2K 0.01%
+60
200
$22.2K 0.01%
+750
6 7
8
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