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60 Holdings

60 Holdings as of ―

JPM

JPMorgan Chase & Co.

4.43%

$24.41M

―

$755.16B

53.86%

12 Buy

7 Hold

1 Sell

Moderate Buy

―

XOM

Exxon Mobil Corp.

3.50%

$19.27M

―

$481.57B

4.34%

13 Buy

5 Hold

0 Sell

Moderate Buy

―

Morgan Stanley

3.48%

$19.18M

―

$225.45B

59.44%

5 Buy

10 Hold

0 Sell

Moderate Buy

―

Philip Morris International

3.33%

$18.31M

―

$202.63B

39.56%

4 Buy

0 Hold

1 Sell

Moderate Buy

―

AVGO

Broadcom Inc.

3.24%

$17.83M

―

$1.01T

84.39%

23 Buy

3 Hold

0 Sell

Strong Buy

―

WMT

Walmart Inc.

3.13%

$17.21M

―

$792.49B

74.96%

26 Buy

2 Hold

0 Sell

Strong Buy

―

BLK

BlackRock Inc.

2.94%

$16.19M

―

$165.96B

37.02%

13 Buy

2 Hold

0 Sell

Strong Buy

―

Coca-cola Company

2.91%

$16.00M

―

$275.91B

4.10%

12 Buy

1 Hold

0 Sell

Strong Buy

―

FIS

Fidelity National Information Services

2.85%

$15.70M

―

$44.19B

29.58%

9 Buy

9 Hold

1 Sell

Moderate Buy

―

Procter & Gamble Company

2.73%

$15.03M

―

$392.55B

4.28%

12 Buy

8 Hold

0 Sell

Moderate Buy

―

Rows:

Sector Breakdown

Financial

18.09%

Technology

15.87%

Healthcare

14.10%

Consumer Defensive

13.63%

Industrials

10.29%

Energy

7.53%

Consumer Cyclical

6.94%

Utilities

5.09%

Communication Services

4.87%

Real Estate

2.80%

Basic Materials

0.80%

Countries Breakdown

United States

100.00%

Breakdown By Smart Score

The weighted average smart score of the SWDSX Mutual Fund is 8

15.24%

20.19%

18.12%

23.95%

13.30%

2.66%

5.56%

0.97%

0.00%

SWDSX Mutual Funds FAQ

What are Mutual Funds SWDSX’s top 3 holdings?

SWDSX’s top 3 holdings are JPM, XOM, MS.

What is Mutual Funds SWDSX’s holdings count?

Mutual Funds SWDSX’s is holdings 60 different assets.

What are the total assets of Mutual Funds SWDSX?

Mutual Funds SWDSX’s total assets are 551.08M.

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