SP
SWS Partners Portfolio holdings
AUM
$371M
This Quarter Return
+2.65%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.19%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$9.61M |
| 2 |
Schwab International Equity ETF
SCHF
|
$9.05M |
| 3 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$7.65M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$7.49M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.95% |
| 2 | Financials | 7.11% |
| 3 | Healthcare | 5.98% |
| 4 | Communication Services | 4.42% |
| 5 | Consumer Discretionary | 4.37% |
