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
201
$21.3K 0.01%
+426
202
$20.5K 0.01%
+1,070
203
$20.2K 0.01%
+734
204
$19.5K 0.01%
+107
205
$19.4K 0.01%
+91
206
$18.9K 0.01%
+300
207
$18.6K 0.01%
+49
208
$18.6K 0.01%
+263
209
$18.3K 0.01%
+523
210
$18.3K 0.01%
+81
211
$17.6K 0.01%
+413
212
$17.1K 0.01%
+186
213
$16.7K 0.01%
+104
214
$16.6K 0.01%
+79
215
$16.1K ﹤0.01%
+225
216
$16K ﹤0.01%
+103
217
$16K ﹤0.01%
+82
218
$15.8K ﹤0.01%
+220
219
$15.6K ﹤0.01%
+563
220
$15.1K ﹤0.01%
+102
221
$15.1K ﹤0.01%
+274
222
$14.5K ﹤0.01%
+190
223
$14.3K ﹤0.01%
+650
224
$14K ﹤0.01%
+356
225
$13.8K ﹤0.01%
+499