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SWLSX Mutual Fund Holdings Information

Holdings Count
63
Total Assets
512.20M
Top 10 Percentage
54.17%
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
63 Holdings
63 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
8.59%
$43.94M
$2.93T
-7.55%
16 Buy
9 Hold
4 Sell
Moderate Buy
Microsoft
8.06%
$41.24M
$3.53T
7.32%
31 Buy
5 Hold
0 Sell
Strong Buy
Nvidia Corporation
7.57%
$38.73M
$3.46T
7.65%
35 Buy
4 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
6.10%
$31.24M
$2.25T
15.48%
46 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
5.75%
$29.42M
$1.72T
35.45%
42 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
5.72%
$29.27M
$2.13T
-1.20%
29 Buy
9 Hold
0 Sell
Strong Buy
Broadcom Inc.
4.31%
$22.08M
$1.17T
43.34%
27 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
3.38%
$17.30M
$1.05T
82.75%
14 Buy
12 Hold
9 Sell
Hold
Eli Lilly And Company
2.94%
$15.05M
$776.54B
-6.73%
17 Buy
2 Hold
1 Sell
Strong Buy
Salesforce.com
1.75%
$8.93M
$247.03B
11.41%
34 Buy
10 Hold
3 Sell
Moderate Buy
Rows:
10

Sector Breakdown

47.38%Technology16.05%Consumer Cyclical13.56%Communication Services7.87%Healthcare6.85%Financial5.27%Industrials1.65%Consumer Defensive1.00%General0.37%Energy47.38%Technology
Technology
47.38%
Consumer Cyclical
16.05%
Communication Services
13.56%
Healthcare
7.87%
Financial
6.85%
Industrials
5.27%
Consumer Defensive
1.65%
General
1.00%
Energy
0.37%

Countries Breakdown

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

Breakdown By Smart Score

10.58%Outperform1016.28%Outperform923.24%Outperform820.62%Neutral717.30%Neutral68.72%Neutral52.19%Neutral40.86%Underperform30.20%Underperform27
The weighted average smart score of the SWLSX Mutual Fund is 7
10
10.58%
9
16.28%
8
23.24%
7
20.62%
6
17.30%
5
8.72%
4
2.19%
3
0.86%
2
0.20%
1
0.00%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds SWLSX’s holdings count?
    Mutual Funds SWLSX’s is holdings 63 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 512.20M.
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