We are live on
!
Find out more
SIML
SWP Investment Management LLC Portfolio holdings
AUM
$134M
1-Year Est. Return
30.75%
This Fund
S&P 500
1 Year Est. Return
+30.75%
AUM
$134M
AUM Growth
-$4.02M
(-2.9%)
Holding
52
Top Buys
| 1 | +$2.4M | |
| 2 | +$2.02M | |
| 3 | +$1.95M | |
| 4 |
Salesforce
CRM
|
+$1.95M |
| 5 |
Delta Air Lines
DAL
|
+$1.57M |
Top Sells
| 1 | +$3.72M | |
| 2 | +$2.9M | |
| 3 | +$2.42M | |
| 4 |
ScottsMiracle-Gro
SMG
|
+$1.87M |
| 5 |
Nike
NKE
|
+$1.74M |
Sector Composition
| 1 | Technology | 26.1% |
| 2 | Financials | 14.84% |
| 3 | Industrials | 12.98% |
| 4 | Healthcare | 11.94% |
| 5 | Consumer Discretionary | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Nike
NKE
$65.3B
| – | – |
-27,372
|
|
||
|
52
ScottsMiracle-Gro
SMG
$4.01B
| – | – |
-32,002
|
|