SWLSX Mutual Fund Holdings Information

Holdings Count
62
Total Assets
445.28M
Top 10 Percentage
51.16%
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
62 Holdings
62 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
9.47%
$41.57M
$3.11T
13.08%
26 Buy
3 Hold
0 Sell
Strong Buy
Apple Inc
9.42%
$41.35M
$3.39T
20.29%
24 Buy
8 Hold
2 Sell
Moderate Buy
Nvidia Corporation
8.60%
$37.75M
$3.56T
200.53%
39 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
5.25%
$23.06M
$2.22T
36.02%
27 Buy
7 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.05%
$22.17M
$2.17T
44.08%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.77%
$16.56M
$1.47T
77.38%
41 Buy
3 Hold
1 Sell
Strong Buy
Broadcom Inc.
3.39%
$14.87M
$835.61B
86.85%
23 Buy
3 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.60%
$11.40M
$790.25B
39.27%
17 Buy
1 Hold
0 Sell
Strong Buy
Palo Alto Networks
1.87%
$8.20M
$128.09B
57.04%
33 Buy
6 Hold
0 Sell
Strong Buy
Thermo Fisher Scientific
1.73%
$7.58M
$209.20B
21.96%
15 Buy
3 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

48.77%Technology14.27%Consumer Cyclical10.18%Communication Services9.97%Healthcare6.16%Industrials5.85%Financial2.88%Consumer Defensive1.48%General0.44%Energy48.77%Technology
Technology
48.77%
Consumer Cyclical
14.27%
Communication Services
10.18%
Healthcare
9.97%
Industrials
6.16%
Financial
5.85%
Consumer Defensive
2.88%
General
1.48%
Energy
0.44%

Countries Breakdown

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

Breakdown By Smart Score

15.45%Outperform1018.18%Outperform913.05%Outperform813.48%Neutral724.34%Neutral613.11%Neutral51.19%Neutral41.21%Underperform17
The weighted average smart score of the SWLSX Mutual Fund is 7
10
15.45%
9
18.18%
8
13.05%
7
13.48%
6
24.34%
5
13.11%
4
1.19%
3
0.00%
2
0.00%
1
1.21%

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 62 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 445.28M.
        What am I Missing?
        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