SWDSX Mutual Fund Holdings Information

Holdings Count

Total Assets

583.53M

Top 10 Percentage

33.26%

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63 Holdings

63 Holdings as of ―

JPM

JPMorgan Chase & Co.

4.80%

$28.00M

―

$776.04B

20.34%

12 Buy

8 Hold

0 Sell

Moderate Buy

―

AVGO

Broadcom Inc.

4.06%

$23.66M

―

$1.50T

61.54%

27 Buy

2 Hold

0 Sell

Strong Buy

―

Morgan Stanley

3.94%

$22.96M

―

$252.36B

32.61%

5 Buy

8 Hold

1 Sell

Moderate Buy

―

WMT

Walmart Inc.

3.21%

$18.72M

―

$972.47B

41.30%

26 Buy

3 Hold

0 Sell

Strong Buy

―

MSFT

Microsoft

3.20%

$18.64M

―

$2.91T

1.02%

33 Buy

3 Hold

0 Sell

Strong Buy

―

XOM

Exxon Mobil Corp.

2.94%

$17.15M

―

$656.64B

36.55%

11 Buy

6 Hold

1 Sell

Moderate Buy

―

IBM

International Business Machines Corporation

2.90%

$16.91M

―

$236.01B

-0.27%

11 Buy

6 Hold

0 Sell

Moderate Buy

―

Coca-cola Company

2.90%

$16.88M

―

$326.73B

9.66%

14 Buy

1 Hold

0 Sell

Strong Buy

―

DUK

Duke Energy

2.72%

$15.85M

―

$101.68B

9.59%

7 Buy

7 Hold

0 Sell

Moderate Buy

―

BLK

BlackRock Inc.

2.60%

$15.16M

―

$157.99B

1.16%

9 Buy

1 Hold

0 Sell

Strong Buy

―

Rows:

Sector Breakdown

Financial

19.17%

Technology

16.75%

Consumer Defensive

12.79%

Healthcare

11.45%

Industrials

11.19%

Energy

7.57%

Consumer Cyclical

7.08%

Communication Services

5.60%

Utilities

5.18%

Real Estate

2.63%

Basic Materials

0.59%

Countries Breakdown

United States

100.00%

Breakdown By Smart Score

The weighted average smart score of the SWDSX Mutual Fund is 6

5.20%

11.16%

16.55%

22.47%

13.49%

9.44%

3.94%

8.22%

7.30%

2.22%

SWDSX Mutual Funds FAQ

What are Mutual Funds SWDSX’s top 3 holdings?

SWDSX’s top 3 holdings are JPM, AVGO, MS.

What is Mutual Funds SWDSX’s holdings count?

Mutual Funds SWDSX’s is holdings 63 different assets.

What are the total assets of Mutual Funds SWDSX?

Mutual Funds SWDSX’s total assets are 583.53M.

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