SP
SWS Partners Portfolio holdings
AUM
$371M
This Quarter Return
-18.78%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.12%
Holding
111
New
111
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$7.98M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.82M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$7.14M |
| 4 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$6.69M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.6% |
| 2 | Healthcare | 7% |
| 3 | Financials | 5.63% |
| 4 | Communication Services | 4.62% |
| 5 | Consumer Discretionary | 4.59% |
