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60 Holdings

60 Holdings as of ―

JPM

JPMorgan Chase & Co.

4.43%

$24.41M

―

$715.86B

54.80%

11 Buy

8 Hold

1 Sell

Moderate Buy

―

XOM

Exxon Mobil Corp.

3.50%

$19.27M

―

$489.26B

16.03%

13 Buy

5 Hold

0 Sell

Moderate Buy

―

Morgan Stanley

3.48%

$19.18M

―

$218.79B

64.33%

5 Buy

9 Hold

0 Sell

Moderate Buy

―

Philip Morris International

3.33%

$18.31M

―

$186.27B

30.48%

6 Buy

0 Hold

1 Sell

Moderate Buy

―

AVGO

Broadcom Inc.

3.24%

$17.83M

―

$1.08T

107.57%

23 Buy

3 Hold

0 Sell

Strong Buy

―

WMT

Walmart Inc.

3.13%

$17.21M

―

$733.45B

68.97%

26 Buy

2 Hold

0 Sell

Strong Buy

―

BLK

BlackRock Inc.

2.94%

$16.19M

―

$154.22B

26.37%

13 Buy

2 Hold

0 Sell

Strong Buy

―

Coca-cola Company

2.91%

$16.00M

―

$268.16B

4.24%

14 Buy

1 Hold

0 Sell

Strong Buy

―

FIS

Fidelity National Information Services

2.85%

$15.70M

―

$42.37B

33.50%

9 Buy

8 Hold

1 Sell

Moderate Buy

―

Procter & Gamble Company

2.73%

$15.03M

―

$377.98B

8.77%

12 Buy

6 Hold

0 Sell

Moderate Buy

―

Rows:

Sector Breakdown

Financial

18.09%

Technology

15.87%

Healthcare

14.10%

Consumer Defensive

13.63%

Industrials

10.29%

Energy

7.53%

Consumer Cyclical

6.94%

Utilities

5.09%

Communication Services

4.87%

Real Estate

2.80%

Basic Materials

0.80%

Countries Breakdown

United States

100.00%

Breakdown By Smart Score

The weighted average smart score of the SWDSX Mutual Fund is 8

18.57%

24.98%

15.77%

17.25%

12.16%

4.13%

7.13%

0.00%

SWDSX Mutual Funds FAQ

What are Mutual Funds SWDSX’s top 3 holdings?

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

What is Mutual Funds SWDSX’s holdings count?

Mutual Funds SWDSX’s is holdings 60 different assets.

What are the total assets of Mutual Funds SWDSX?

Mutual Funds SWDSX’s total assets are 551.08M.

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