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SWLGX Mutual Fund Holdings Information

Holdings Count
394
Total Assets
2.63B
Top 10 Percentage
59.71%
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394 Holdings
394 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
12.18%
$320.58M
$3.45T
19.45%
24 Buy
8 Hold
2 Sell
Moderate Buy
Microsoft
11.74%
$308.95M
$3.07T
9.27%
27 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
10.50%
$276.33M
$3.59T
201.07%
40 Buy
4 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
6.55%
$172.43M
$2.09T
35.22%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.93%
$103.39M
$1.42T
64.89%
40 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
3.80%
$100.03M
$2.06T
21.04%
27 Buy
7 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
3.21%
$84.59M
$2.06T
20.87%
9 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.76%
$72.60M
$765.69B
68.66%
23 Buy
3 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.58%
$67.98M
$711.91B
26.02%
17 Buy
1 Hold
0 Sell
Strong Buy
Tesla Motors
2.44%
$64.08M
$1.09T
45.02%
11 Buy
14 Hold
9 Sell
Hold
Rows:
10

Sector Breakdown

50.20%Technology15.37%Consumer Cyclical12.59%Communication Services7.87%Healthcare5.96%Financial3.87%Industrials2.18%Consumer Defensive0.62%Basic Materials0.57%Real Estate0.45%Energy0.17%Utilities0.16%General50.20%Technology
Technology
50.20%
Consumer Cyclical
15.37%
Communication Services
12.59%
Healthcare
7.87%
Financial
5.96%
Industrials
3.87%
Consumer Defensive
2.18%
Basic Materials
0.62%
Real Estate
0.57%
Energy
0.45%
Utilities
0.17%
General
0.16%

Countries Breakdown

99.71%United States99.71%United States
United States
99.71%

Breakdown By Smart Score

20.83%Outperform1016.45%Outperform98.24%Outperform810.94%Neutral736.07%Neutral65.49%Neutral50.70%Neutral41.02%Underperform30.14%Underperform20.11%Underperform17
The weighted average smart score of the SWLGX Mutual Fund is 7
10
20.83%
9
16.45%
8
8.24%
7
10.94%
6
36.07%
5
5.49%
4
0.70%
3
1.02%
2
0.14%
1
0.11%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 394 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 2.63B.
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