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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
1
$4.66M 5.82%
+12,426
2
$2.89M 3.61%
+13,026
3
$2.28M 2.85%
+14,362
4
$2.24M 2.79%
+13,360
5
$2.08M 2.6%
+47,428
6
$2.08M 2.6%
+7,756
7
$2.06M 2.57%
+72,144
8
$1.95M 2.44%
+21,710
9
$1.9M 2.37%
+25,824
10
$1.88M 2.35%
+7,682
11
$1.87M 2.33%
+54,108
12
$1.79M 2.23%
+8,538
13
$1.76M 2.2%
+6,346
14
$1.68M 2.1%
+6,776
15
$1.68M 2.1%
+22,378
16
$1.67M 2.09%
+13,694
17
$1.67M 2.08%
+13,694
18
$1.63M 2.04%
+11,690
19
$1.63M 2.03%
+9,272
20
$1.61M 2.01%
+14,696
21
$1.61M 2.01%
+22,712
22
$1.61M 2.01%
+12,142
23
$1.61M 2%
+14,362
24
$1.59M 1.98%
+22,378
25
$1.58M 1.97%
+2,672
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