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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
$4.15T
33.26%
40 Buy
1 Hold
1 Sell
Strong Buy
Microsoft
9.72%
$53.01M
$3.54T
10.74%
32 Buy
2 Hold
0 Sell
Strong Buy
Apple Inc
7.08%
$38.64M
$4.02T
8.97%
20 Buy
10 Hold
2 Sell
Moderate Buy
Meta Platforms, Inc.
6.05%
$33.02M
$1.64T
11.56%
36 Buy
6 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
5.64%
$30.77M
$2.37T
1.55%
44 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
5.37%
$29.31M
$1.54T
51.10%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
4.69%
$25.61M
$3.59T
60.45%
29 Buy
7 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.52%
$13.74M
$984.89B
39.51%
19 Buy
2 Hold
0 Sell
Strong Buy
Tesla, Inc.
2.42%
$13.18M
$1.55T
10.82%
11 Buy
12 Hold
9 Sell
Hold
Netflix
1.88%
$10.27M
$433.14B
4.21%
26 Buy
9 Hold
2 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

25.36%Outperform1017.17%Outperform915.77%Outperform817.70%Neutral712.93%Neutral63.69%Neutral53.62%Neutral41.32%Underperform32.43%Underperform28
The weighted average smart score of the SWLSX Mutual Fund is 8
10
25.36%
9
17.17%
8
15.77%
7
17.70%
6
12.93%
5
3.69%
4
3.62%
3
1.32%
2
2.43%
1
0.00%

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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