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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
$84.5M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$967K
4
AAPL icon
Apple
AAPL
+$888K
5
BLK icon
Blackrock
BLK
+$876K

Top Sells

1
+$1.87M
2
+$1.68M
3
+$1.56M
4
LAZ icon
Lazard
LAZ
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.47M

Sector Composition

1 Technology 28.43%
2 Financials 15.96%
3 Healthcare 12.86%
4 Industrials 10.4%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.24M 7.38%
12,537
+111
2
$3.86M 4.57%
17,677
+5,987
3
$3.65M 4.32%
13,244
-116
4
$3.58M 4.23%
17,425
+4,399
5
$2.71M 3.21%
15,382
+9,151
6
$2.64M 3.13%
14,505
+143
7
$2.25M 2.66%
7,765
+83
8
$2.14M 2.53%
72,806
+662
9
$2.13M 2.52%
7,825
+69
10
$2.02M 2.39%
1,928
+926
11
$2.02M 2.38%
6,836
+60
12
$2.01M 2.37%
2,574
+682
13
$2M 2.36%
2,823
+16
14
$1.99M 2.35%
13,293
+7,876
15
$1.98M 2.34%
14,842
+146
16
$1.92M 2.28%
6,417
+71
17
$1.92M 2.28%
22,593
+215
18
$1.91M 2.26%
10,972
+96
19
$1.91M 2.26%
21,919
+209
20
$1.87M 2.21%
9,448
+3,646
21
$1.84M 2.17%
47,868
+440
22
$1.82M 2.15%
26,055
+231
23
$1.8M 2.13%
7,747
+2,677
24
$1.79M 2.12%
12,250
+108
25
$1.74M 2.06%
9,353
+81
1
2 3