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SWLSX Mutual Fund Holdings Information

Holdings Count
62
Total Assets
445.28M
Top 10 Percentage
51.16%
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62 Holdings
62 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
9.47%
$41.57M
$3.10T
10.36%
27 Buy
3 Hold
0 Sell
Strong Buy
Apple Inc
9.42%
$41.35M
$3.47T
20.16%
24 Buy
8 Hold
2 Sell
Moderate Buy
Nvidia Corporation
8.60%
$37.75M
$3.48T
191.38%
40 Buy
4 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
5.25%
$23.06M
$2.03T
18.97%
27 Buy
7 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.05%
$22.17M
$2.07T
34.36%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.77%
$16.56M
$1.41T
63.73%
40 Buy
3 Hold
1 Sell
Strong Buy
Broadcom Inc.
3.39%
$14.87M
$767.05B
68.96%
23 Buy
3 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.60%
$11.40M
$710.10B
25.70%
17 Buy
1 Hold
0 Sell
Strong Buy
Palo Alto Networks
1.87%
$8.20M
$130.15B
45.69%
30 Buy
4 Hold
1 Sell
Strong Buy
Thermo Fisher Scientific
1.73%
$7.58M
$196.32B
5.28%
16 Buy
3 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

48.77%Technology14.27%Consumer Cyclical10.18%Communication Services9.97%Healthcare6.16%Industrials5.85%Financial2.88%Consumer Defensive1.48%General0.44%Energy48.77%Technology
Technology
48.77%
Consumer Cyclical
14.27%
Communication Services
10.18%
Healthcare
9.97%
Industrials
6.16%
Financial
5.85%
Consumer Defensive
2.88%
General
1.48%
Energy
0.44%

Countries Breakdown

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

Breakdown By Smart Score

20.61%Outperform1012.15%Outperform913.98%Outperform810.62%Neutral733.62%Neutral62.93%Neutral52.36%Neutral41.20%Underperform31.83%Underperform20.70%Underperform17
The weighted average smart score of the SWLSX Mutual Fund is 7
10
20.61%
9
12.15%
8
13.98%
7
10.62%
6
33.62%
5
2.93%
4
2.36%
3
1.20%
2
1.83%
1
0.70%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are MSFT, AAPL, NVDA.
    What is Mutual Funds SWLSX’s holdings count?
    Mutual Funds SWLSX’s is holdings 62 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 445.28M.
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