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SWLSX Mutual Fund Holdings Information

Holdings Count
59
Total Assets
546.01M
Top 10 Percentage
55.89%
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
59 Holdings
59 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
10.52%
$57.37M
$4.92T
49.55%
36 Buy
1 Hold
1 Sell
Strong Buy
Microsoft
9.72%
$53.01M
$3.85T
26.18%
33 Buy
0 Hold
0 Sell
Strong Buy
Apple Inc
7.08%
$38.64M
$4.01T
21.29%
19 Buy
13 Hold
2 Sell
Moderate Buy
Meta Platforms, Inc.
6.05%
$33.02M
$1.63T
14.31%
33 Buy
8 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
5.64%
$30.77M
$2.60T
23.39%
41 Buy
0 Hold
0 Sell
Strong Buy
Broadcom Inc.
5.37%
$29.31M
$1.75T
118.82%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
4.69%
$25.61M
$3.40T
64.16%
28 Buy
9 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.52%
$13.74M
$815.73B
5.36%
18 Buy
4 Hold
0 Sell
Strong Buy
Tesla, Inc.
2.42%
$13.18M
$1.52T
83.37%
14 Buy
10 Hold
10 Sell
Hold
Netflix
1.88%
$10.27M
$474.10B
47.98%
24 Buy
7 Hold
1 Sell
Moderate Buy
Rows:
10

Sector Breakdown

51.79%Technology13.33%Consumer Cyclical12.95%Communication Services6.91%Financial6.39%Healthcare5.32%Industrials2.99%Consumer Defensive0.33%Energy51.79%Technology
Technology
51.79%
Consumer Cyclical
13.33%
Communication Services
12.95%
Financial
6.91%
Healthcare
6.39%
Industrials
5.32%
Consumer Defensive
2.99%
Energy
0.33%

Countries Breakdown

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

Breakdown By Smart Score

28.84%Outperform1029.71%Outperform910.39%Outperform813.92%Neutral77.01%Neutral65.48%Neutral51.27%Neutral42.73%Underperform30.65%Underperform18
The weighted average smart score of the SWLSX Mutual Fund is 8
10
28.84%
9
29.71%
8
10.39%
7
13.92%
6
7.01%
5
5.48%
4
1.27%
3
2.73%
2
0.00%
1
0.65%

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 59 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 546.01M.
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