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
$3.15T
14.84%
26 Buy
3 Hold
0 Sell
Strong Buy
Apple Inc
9.42%
$41.35M
$3.39T
20.10%
24 Buy
8 Hold
2 Sell
Moderate Buy
Nvidia Corporation
8.60%
$37.75M
$3.64T
194.57%
39 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
5.25%
$23.06M
$2.23T
33.87%
27 Buy
7 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
5.05%
$22.17M
$2.20T
46.84%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.77%
$16.56M
$1.48T
72.46%
41 Buy
3 Hold
1 Sell
Strong Buy
Broadcom Inc.
3.39%
$14.87M
$823.05B
78.40%
23 Buy
3 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.60%
$11.40M
$777.36B
32.90%
17 Buy
1 Hold
0 Sell
Strong Buy
Palo Alto Networks
1.87%
$8.20M
$130.25B
54.06%
33 Buy
6 Hold
0 Sell
Strong Buy
Thermo Fisher Scientific
1.73%
$7.58M
$206.84B
17.99%
15 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

15.64%Outperform1019.29%Outperform912.11%Outperform829.27%Neutral710.09%Neutral611.31%Neutral51.08%Neutral41.21%Underperform37
The weighted average smart score of the SWLSX Mutual Fund is 7
10
15.64%
9
19.29%
8
12.11%
7
29.27%
6
10.09%
5
11.31%
4
1.08%
3
1.21%
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 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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