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SWLSX Mutual Fund Holdings Information

Holdings Count
60
Total Assets
590.80M
Top 10 Percentage
57.72%
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60 Holdings
60 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
10.44%
$61.65M
$4.83T
98.72%
41 Buy
1 Hold
1 Sell
Strong Buy
Apple Inc
8.18%
$48.31M
$3.91T
37.19%
16 Buy
8 Hold
1 Sell
Moderate Buy
Alphabet Inc. Class A
7.64%
$45.11M
$4.06T
126.04%
26 Buy
5 Hold
0 Sell
Strong Buy
Microsoft
7.24%
$42.76M
$3.05T
14.96%
35 Buy
3 Hold
0 Sell
Strong Buy
Broadcom Inc.
5.60%
$33.06M
$1.88T
137.76%
27 Buy
4 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.33%
$31.45M
$2.67T
45.16%
42 Buy
3 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
5.18%
$30.59M
$1.70T
37.30%
39 Buy
6 Hold
0 Sell
Strong Buy
Eli Lilly And Company
3.26%
$19.25M
$855.09B
10.37%
17 Buy
2 Hold
1 Sell
Strong Buy
Tesla, Inc.
3.12%
$18.40M
$1.47T
65.98%
13 Buy
11 Hold
6 Sell
Hold
Visa Inc.
1.72%
$10.14M
$602.13B
-3.82%
24 Buy
2 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

48.60%Technology15.05%Communication Services12.90%Consumer Cyclical7.52%Healthcare6.51%Industrials6.06%Financial3.04%Consumer Defensive0.31%Energy48.60%Technology
Technology
48.60%
Communication Services
15.05%
Consumer Cyclical
12.90%
Healthcare
7.52%
Industrials
6.51%
Financial
6.06%
Consumer Defensive
3.04%
Energy
0.31%

Countries Breakdown

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

Breakdown By Smart Score

17.20%Outperform1030.58%Outperform926.54%Outperform88.56%Neutral74.67%Neutral65.75%Neutral55.14%Neutral41.55%Underperform38
The weighted average smart score of the SWLSX Mutual Fund is 8
10
17.20%
9
30.58%
8
26.54%
7
8.56%
6
4.67%
5
5.75%
4
5.14%
3
1.55%
2
0.00%
1
0.00%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are NVDA, AAPL, GOOGL.
    What is Mutual Funds SWLSX’s holdings count?
    Mutual Funds SWLSX’s is holdings 60 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 590.80M.
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