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SWLSX Mutual Fund Holdings Information

Holdings Count
62
Total Assets
445.28M
Top 10 Percentage
51.16%
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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
11.37%
27 Buy
3 Hold
0 Sell
Strong Buy
Apple Inc
9.42%
$41.35M
$3.45T
20.12%
24 Buy
8 Hold
2 Sell
Moderate Buy
Nvidia Corporation
8.60%
$37.75M
$3.61T
192.11%
39 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
5.25%
$23.06M
$2.19T
28.48%
27 Buy
7 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.05%
$22.17M
$2.15T
40.99%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.77%
$16.56M
$1.42T
67.82%
40 Buy
3 Hold
1 Sell
Strong Buy
Broadcom Inc.
3.39%
$14.87M
$772.28B
66.38%
23 Buy
3 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.60%
$11.40M
$692.74B
27.14%
17 Buy
1 Hold
0 Sell
Strong Buy
Palo Alto Networks
1.87%
$8.20M
$126.99B
48.80%
21 Buy
3 Hold
0 Sell
Strong Buy
Thermo Fisher Scientific
1.73%
$7.58M
$194.74B
6.31%
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

21.65%Outperform1016.44%Outperform98.92%Outperform811.09%Neutral726.13%Neutral610.62%Neutral51.42%Neutral41.20%Underperform32.53%Underperform27
The weighted average smart score of the SWLSX Mutual Fund is 7
10
21.65%
9
16.44%
8
8.92%
7
11.09%
6
26.13%
5
10.62%
4
1.42%
3
1.20%
2
2.53%
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 62 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 445.28M.
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