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SWLSX Mutual Fund Holdings Information

Holdings Count
59
Total Assets
345.22M
Top 10 Percentage
50.69%
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59 Holdings
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
11.46%
$39.51M
$3.25T
27.65%
34 Buy
1 Hold
0 Sell
Strong Buy
premium
Apple Inc
9.96%
$34.33M
$3.44T
16.99%
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
Nvidia Corporation
5.76%
$19.85M
$2.90T
164.42%
37 Buy
4 Hold
0 Sell
Strong Buy
premium
Amazon.Com, Inc.
5.15%
$17.75M
$1.91T
42.18%
44 Buy
0 Hold
0 Sell
Strong Buy
premium
Alphabet Inc. Class A
4.89%
$16.85M
$2.21T
46.35%
33 Buy
6 Hold
0 Sell
Strong Buy
premium
Meta Platforms, Inc.
3.66%
$12.62M
$1.21T
63.84%
39 Buy
3 Hold
2 Sell
Strong Buy
premium
Broadcom Inc.
3.17%
$10.92M
$732.45B
77.59%
23 Buy
1 Hold
0 Sell
Strong Buy
premium
Palo Alto Networks
2.48%
$8.54M
$107.14B
35.98%
31 Buy
7 Hold
0 Sell
Strong Buy
premium
Eli Lilly And Company
2.25%
$7.75M
$814.94B
88.08%
17 Buy
4 Hold
0 Sell
Strong Buy
premium
Visa Inc.
1.94%
$6.68M
$531.18B
11.12%
18 Buy
4 Hold
0 Sell
Strong Buy
premium

Sector Breakdown

45.17%Technology14.92%Consumer Cyclical11.03%Healthcare9.85%Communication Services7.08%Industrials6.30%Financial2.94%Consumer Defensive1.47%General0.74%Real Estate0.50%Energy45.17%Technology
Technology
45.17%
Consumer Cyclical
14.92%
Healthcare
11.03%
Communication Services
9.85%
Industrials
7.08%
Financial
6.30%
Consumer Defensive
2.94%
General
1.47%
Real Estate
0.74%
Energy
0.50%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

27.17%Outperform1016.29%Outperform923.05%Outperform821.98%Neutral73.82%Neutral65.93%Neutral41.77%Underperform38
The weighted average smart score of the SWLSX Mutual Fund is 8
10
27.17%
9
16.29%
8
23.05%
7
21.98%
6
3.82%
5
0.00%
4
5.93%
3
1.77%
2
0.00%
1
0.00%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are MSFT, AAPL, NVDA.
    What is Mutual Funds SWLSX’s holdings count?
    Mutual Funds SWLSX’s is holdings 59 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 345.22M.
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