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SWP Investment Management LLC Portfolio holdings

AUM $134M
1-Year Est. Return 30.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.07M
2 +$3.02M
3 +$2.83M
4
CRM icon
Salesforce
CRM
+$2.41M
5
BKR icon
Baker Hughes
BKR
+$2.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.41%
2 Healthcare 14.89%
3 Financials 14.2%
4 Industrials 11.72%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$742K 0.93%
+4,471