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SWLGX Mutual Fund Holdings Information

Holdings Count
388
Total Assets
4.52B
Top 10 Percentage
59.10%
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388 Holdings
388 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
12.65%
$571.34M
$5.14T
80.20%
40 Buy
1 Hold
1 Sell
Strong Buy
Apple Inc
10.73%
$484.44M
$4.22T
45.55%
17 Buy
10 Hold
1 Sell
Moderate Buy
Microsoft
9.11%
$411.62M
$3.13T
-3.97%
33 Buy
2 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
4.75%
$214.41M
$2.92T
41.17%
45 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
4.58%
$206.95M
$1.95T
98.56%
26 Buy
4 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.00%
$180.66M
$1.57T
3.14%
31 Buy
7 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
3.75%
$169.24M
$4.81T
157.97%
28 Buy
5 Hold
0 Sell
Strong Buy
Tesla, Inc.
3.69%
$166.45M
$1.55T
44.58%
13 Buy
12 Hold
5 Sell
Moderate Buy
Alphabet Inc. Class C
3.06%
$137.99M
$4.81T
153.80%
11 Buy
1 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.79%
$126.05M
$918.16B
29.74%
19 Buy
2 Hold
1 Sell
Strong Buy
Rows:
10

Sector Breakdown

49.70%Technology13.61%Consumer Cyclical13.15%Communication Services8.10%Healthcare5.96%Financial5.21%Industrials2.67%Consumer Defensive0.44%Real Estate0.35%Basic Materials0.33%Energy0.28%Utilities0.20%General49.70%Technology
Technology
49.70%
Consumer Cyclical
13.61%
Communication Services
13.15%
Healthcare
8.10%
Financial
5.96%
Industrials
5.21%
Consumer Defensive
2.67%
Real Estate
0.44%
Basic Materials
0.35%
Energy
0.33%
Utilities
0.28%
General
0.20%

Countries Breakdown

99.60%United States0.03%Canada99.60%United States
United States
99.60%
Canada
0.03%

Breakdown By Smart Score

2.55%Outperform1041.11%Outperform916.43%Outperform822.04%Neutral74.57%Neutral64.03%Neutral52.51%Neutral44.29%Underperform32.21%Underperform20.25%Underperform18
The weighted average smart score of the SWLGX Mutual Fund is 8
10
2.55%
9
41.11%
8
16.43%
7
22.04%
6
4.57%
5
4.03%
4
2.51%
3
4.29%
2
2.21%
1
0.25%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are NVDA, AAPL, MSFT.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 388 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 4.52B.
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