SWPPX Mutual Fund Holdings Information

Holdings Count
502
Total Assets
98.65B
Top 10 Percentage
34.22%
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502 Holdings
502 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
6.88%
$6.78B
$3.43T
21.76%
24 Buy
8 Hold
2 Sell
Moderate Buy
Microsoft
6.68%
$6.59B
$3.14T
14.30%
26 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
6.18%
$6.10B
$3.62T
205.43%
38 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.68%
$3.63B
$2.19T
45.01%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.23%
$2.20B
$1.49T
79.26%
41 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
2.16%
$2.13B
$2.19T
34.51%
27 Buy
7 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.82%
$1.79B
$2.19T
34.16%
9 Buy
1 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
1.71%
$1.68B
$999.72B
32.19%
1 Buy
1 Hold
0 Sell
Moderate Buy
Broadcom Inc.
1.50%
$1.48B
$857.70B
91.79%
23 Buy
3 Hold
0 Sell
Strong Buy
Tesla Motors
1.38%
$1.36B
$1.03T
49.65%
11 Buy
14 Hold
9 Sell
Hold
Rows:
10

Sector Breakdown

32.31%Technology12.62%Financial11.87%Healthcare11.07%Consumer Cyclical8.85%Communication Services7.97%Industrials4.67%Consumer Defensive3.69%Energy2.39%Utilities2.28%Real Estate2.11%Basic Materials0.12%General0.05%Consumer Goods32.31%Technology
Technology
32.31%
Financial
12.62%
Healthcare
11.87%
Consumer Cyclical
11.07%
Communication Services
8.85%
Industrials
7.97%
Consumer Defensive
4.67%
Energy
3.69%
Utilities
2.39%
Real Estate
2.28%
Basic Materials
2.11%
General
0.12%
Consumer Goods
0.05%

Countries Breakdown

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

Breakdown By Smart Score

15.58%Outperform1021.59%Outperform916.02%Outperform812.95%Neutral718.87%Neutral611.70%Neutral51.41%Neutral41.08%Underperform30.33%Underperform20.48%Underperform17
The weighted average smart score of the SWPPX Mutual Fund is 7
10
15.58%
9
21.59%
8
16.02%
7
12.95%
6
18.87%
5
11.70%
4
1.41%
3
1.08%
2
0.33%
1
0.48%

SWPPX Mutual Funds FAQ

What are Mutual Funds SWPPX’s top 3 holdings?
SWPPX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds SWPPX’s holdings count?
    Mutual Funds SWPPX’s is holdings 502 different assets.
      What are the total assets of Mutual Funds SWPPX?
      Mutual Funds SWPPX’s total assets are 98.65B.
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