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SWLGX Mutual Fund Holdings Information

Holdings Count
393
Total Assets
2.90B
Top 10 Percentage
59.37%
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393 Holdings
393 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
11.91%
$345.73M
$3.43T
24.95%
19 Buy
7 Hold
3 Sell
Moderate Buy
Nvidia Corporation
11.27%
$327.07M
$3.27T
138.29%
36 Buy
3 Hold
0 Sell
Strong Buy
Microsoft
10.96%
$318.14M
$3.16T
9.01%
27 Buy
2 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
6.28%
$182.23M
$2.32T
45.45%
48 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.51%
$131.03M
$1.54T
65.95%
40 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
3.64%
$105.77M
$2.37T
36.36%
24 Buy
7 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
3.08%
$89.43M
$2.37T
36.05%
9 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.80%
$81.34M
$1.08T
107.86%
23 Buy
3 Hold
0 Sell
Strong Buy
Tesla Motors
2.52%
$73.14M
$1.33T
91.98%
13 Buy
12 Hold
9 Sell
Hold
Eli Lilly And Company
2.41%
$69.98M
$719.20B
20.46%
15 Buy
2 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

49.66%Technology15.40%Consumer Cyclical13.17%Communication Services7.49%Healthcare6.25%Financial3.97%Industrials2.06%Consumer Defensive0.61%Basic Materials0.56%Real Estate0.45%Energy0.23%Utilities0.15%General49.66%Technology
Technology
49.66%
Consumer Cyclical
15.40%
Communication Services
13.17%
Healthcare
7.49%
Financial
6.25%
Industrials
3.97%
Consumer Defensive
2.06%
Basic Materials
0.61%
Real Estate
0.56%
Energy
0.45%
Utilities
0.23%
General
0.15%

Countries Breakdown

99.40%United States99.40%United States
United States
99.40%

Breakdown By Smart Score

20.29%Outperform1023.37%Outperform917.52%Outperform813.31%Neutral76.85%Neutral64.00%Neutral513.31%Neutral41.02%Underperform30.32%Underperform20.02%Underperform110
The weighted average smart score of the SWLGX Mutual Fund is 10
10
20.29%
9
23.37%
8
17.52%
7
13.31%
6
6.85%
5
4.00%
4
13.31%
3
1.02%
2
0.32%
1
0.02%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are AAPL, NVDA, MSFT.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 393 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 2.90B.
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