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SWLSX Mutual Fund Holdings Information

Holdings Count
59
Total Assets
464.89M
Top 10 Percentage
53.36%
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59 Holdings
59 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
9.22%
$42.82M
$3.33T
147.91%
37 Buy
3 Hold
0 Sell
Strong Buy
Apple Inc
9.06%
$42.06M
$3.58T
27.62%
19 Buy
7 Hold
3 Sell
Moderate Buy
Microsoft
8.69%
$40.38M
$3.11T
8.92%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
5.29%
$24.55M
$2.36T
35.16%
24 Buy
7 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.27%
$24.50M
$2.30T
41.09%
47 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.99%
$23.17M
$1.55T
66.60%
40 Buy
3 Hold
1 Sell
Strong Buy
Broadcom Inc.
3.65%
$16.94M
$1.05T
103.92%
23 Buy
3 Hold
0 Sell
Strong Buy
Eli Lilly And Company
3.32%
$15.40M
$759.36B
25.82%
15 Buy
2 Hold
0 Sell
Strong Buy
Palo Alto Networks
1.96%
$9.09M
$113.80B
7.22%
29 Buy
6 Hold
2 Sell
Moderate Buy
Thermo Fisher Scientific
1.92%
$8.90M
$207.43B
-0.68%
13 Buy
2 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

47.55%Technology13.48%Consumer Cyclical11.55%Communication Services10.57%Healthcare6.50%Industrials6.00%Financial2.53%Consumer Defensive1.43%General0.40%Energy47.55%Technology
Technology
47.55%
Consumer Cyclical
13.48%
Communication Services
11.55%
Healthcare
10.57%
Industrials
6.50%
Financial
6.00%
Consumer Defensive
2.53%
General
1.43%
Energy
0.40%

Countries Breakdown

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

Breakdown By Smart Score

33.09%Outperform1020.36%Outperform916.43%Outperform810.54%Neutral74.65%Neutral62.71%Neutral411.16%Underperform31.08%Underperform18
The weighted average smart score of the SWLSX Mutual Fund is 8
10
33.09%
9
20.36%
8
16.43%
7
10.54%
6
4.65%
5
0.00%
4
2.71%
3
11.16%
2
0.00%
1
1.08%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are NVDA, AAPL, MSFT.
    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 464.89M.
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