SWLGX Mutual Fund Holdings Information

Holdings Count
443
Total Assets
1.85B
Top 10 Percentage
51.24%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
443 Holdings
443 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
12.11%
$222.75M
$3.10T
30.26%
30 Buy
0 Hold
0 Sell
Strong Buy
Apple Inc
11.13%
$204.70M
$3.45T
28.61%
24 Buy
9 Hold
1 Sell
Moderate Buy
Nvidia Corporation
5.98%
$110.01M
$3.18T
174.30%
32 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.72%
$105.21M
$1.86T
34.28%
42 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.54%
$65.04M
$1.34T
84.13%
39 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
3.40%
$62.61M
$2.05T
27.62%
28 Buy
7 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.91%
$53.51M
$2.05T
28.38%
9 Buy
2 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.24%
$41.16M
$905.51B
73.86%
17 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
2.12%
$38.93M
$703.84B
-4.23%
10 Buy
15 Hold
8 Sell
Hold
Broadcom Inc.
2.08%
$38.33M
$774.39B
94.70%
23 Buy
1 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

45.49%Technology16.21%Consumer Cyclical11.58%Communication Services10.72%Healthcare6.18%Financial5.04%Industrials2.64%Consumer Defensive0.87%Real Estate0.62%Basic Materials0.47%Energy0.13%General0.05%Utilities45.49%Technology
Technology
45.49%
Consumer Cyclical
16.21%
Communication Services
11.58%
Healthcare
10.72%
Financial
6.18%
Industrials
5.04%
Consumer Defensive
2.64%
Real Estate
0.87%
Basic Materials
0.62%
Energy
0.47%
General
0.13%
Utilities
0.05%

Countries Breakdown

99.15%United States0.04%Canada99.15%United States
United States
99.15%
Canada
0.04%

Breakdown By Smart Score

20.16%Outperform1024.67%Outperform914.05%Outperform811.53%Neutral76.00%Neutral616.97%Neutral54.38%Neutral41.16%Underperform30.46%Underperform20.61%Underperform18
The weighted average smart score of the SWLGX Mutual Fund is 8
10
20.16%
9
24.67%
8
14.05%
7
11.53%
6
6.00%
5
16.97%
4
4.38%
3
1.16%
2
0.46%
1
0.61%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are MSFT, AAPL, NVDA.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 443 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 1.85B.
        What's Included in PREMIUM?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis