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SWLSX Mutual Fund Holdings Information

Holdings Count
58
Total Assets
617.40M
Top 10 Percentage
56.56%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
58 Holdings
58 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
10.59%
$65.32M
$4.38T
53.51%
40 Buy
1 Hold
0 Sell
Strong Buy
Microsoft
8.34%
$51.45M
$2.91T
1.02%
33 Buy
3 Hold
0 Sell
Strong Buy
Apple Inc
8.16%
$50.34M
$3.67T
16.12%
14 Buy
9 Hold
1 Sell
Moderate Buy
Alphabet Inc. Class A
6.08%
$37.53M
$3.71T
87.74%
26 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
5.98%
$36.88M
$1.50T
61.54%
27 Buy
2 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.20%
$32.10M
$2.25T
7.33%
40 Buy
3 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.49%
$27.68M
$1.56T
5.41%
40 Buy
5 Hold
0 Sell
Strong Buy
Tesla, Inc.
3.16%
$19.52M
$1.47T
66.53%
13 Buy
11 Hold
7 Sell
Hold
Eli Lilly And Company
2.60%
$16.02M
$867.39B
9.68%
16 Buy
2 Hold
1 Sell
Strong Buy
Netflix
1.96%
$12.07M
$399.84B
-1.30%
30 Buy
10 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

53.46%Technology13.38%Communication Services13.11%Consumer Cyclical6.73%Healthcare5.71%Industrials5.03%Financial2.59%Consumer Defensive53.46%Technology
Technology
53.46%
Communication Services
13.38%
Consumer Cyclical
13.11%
Healthcare
6.73%
Industrials
5.71%
Financial
5.03%
Consumer Defensive
2.59%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

17.04%Outperform1016.23%Outperform929.18%Outperform810.81%Neutral710.39%Neutral610.12%Neutral53.35%Neutral40.28%Underperform31.93%Underperform20.68%Underperform18
The weighted average smart score of the SWLSX Mutual Fund is 8
10
17.04%
9
16.23%
8
29.18%
7
10.81%
6
10.39%
5
10.12%
4
3.35%
3
0.28%
2
1.93%
1
0.68%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are NVDA, MSFT, AAPL.
    What is Mutual Funds SWLSX’s holdings count?
    Mutual Funds SWLSX’s is holdings 58 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 617.40M.
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