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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
$4.51T
51.99%
37 Buy
1 Hold
1 Sell
Strong Buy
Microsoft
8.34%
$51.45M
$3.14T
-0.28%
34 Buy
1 Hold
0 Sell
Strong Buy
Apple Inc
8.16%
$50.34M
$3.96T
15.76%
17 Buy
10 Hold
1 Sell
Moderate Buy
Alphabet Inc. Class A
6.08%
$37.53M
$4.15T
64.60%
22 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
5.98%
$36.88M
$1.57T
44.01%
29 Buy
1 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.20%
$32.10M
$2.60T
-1.42%
36 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.49%
$27.68M
$1.79T
-1.77%
39 Buy
5 Hold
0 Sell
Strong Buy
Tesla, Inc.
3.16%
$19.52M
$1.58T
7.58%
11 Buy
12 Hold
7 Sell
Hold
Eli Lilly And Company
2.60%
$16.02M
$987.10B
21.47%
17 Buy
2 Hold
0 Sell
Strong Buy
Netflix
1.96%
$12.07M
$349.43B
-19.65%
27 Buy
10 Hold
1 Sell
Moderate 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

19.43%Outperform1017.24%Outperform911.58%Outperform836.34%Neutral76.08%Neutral62.96%Neutral52.85%Neutral43.03%Underperform30.49%Underperform18
The weighted average smart score of the SWLSX Mutual Fund is 8
10
19.43%
9
17.24%
8
11.58%
7
36.34%
6
6.08%
5
2.96%
4
2.85%
3
3.03%
2
0.00%
1
0.49%

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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