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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
$3.85T
31.45%
19 Buy
9 Hold
2 Sell
Moderate Buy
Microsoft
6.68%
$6.59B
$3.25T
16.56%
27 Buy
2 Hold
0 Sell
Strong Buy
Nvidia Corporation
6.18%
$6.10B
$3.30T
175.86%
37 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.68%
$3.63B
$2.37T
46.60%
46 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.23%
$2.20B
$1.48T
65.61%
40 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
2.16%
$2.13B
$2.35T
35.28%
27 Buy
6 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.82%
$1.79B
$2.31T
36.08%
9 Buy
1 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
1.71%
$1.68B
$978.78B
27.13%
1 Buy
1 Hold
0 Sell
Moderate Buy
Broadcom Inc.
1.50%
$1.48B
$1.03T
96.79%
23 Buy
3 Hold
0 Sell
Strong Buy
Tesla Motors
1.38%
$1.36B
$1.35T
66.73%
13 Buy
12 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

17.22%Outperform1023.96%Outperform916.22%Outperform810.91%Neutral710.36%Neutral613.05%Neutral55.49%Neutral41.67%Underperform30.80%Underperform20.32%Underperform17
The weighted average smart score of the SWPPX Mutual Fund is 7
10
17.22%
9
23.96%
8
16.22%
7
10.91%
6
10.36%
5
13.05%
4
5.49%
3
1.67%
2
0.80%
1
0.32%

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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