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SWPPX Mutual Fund Holdings Information

Holdings Count
502
Total Assets
130.47B
Top 10 Percentage
40.04%
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
502 Holdings
502 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
8.44%
$11.02B
$4.49T
41.02%
39 Buy
1 Hold
1 Sell
Strong Buy
Apple Inc
6.86%
$8.95B
$3.83T
11.56%
19 Buy
11 Hold
2 Sell
Moderate Buy
Microsoft
6.58%
$8.58B
$3.56T
14.80%
32 Buy
2 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
4.05%
$5.29B
$2.64T
13.18%
46 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.97%
$3.88B
$1.64T
56.75%
27 Buy
1 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
2.80%
$3.65B
$3.97T
74.98%
27 Buy
7 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.40%
$3.14B
$1.65T
6.20%
37 Buy
6 Hold
1 Sell
Strong Buy
Alphabet Inc. Class C
2.25%
$2.93B
$3.97T
74.16%
13 Buy
1 Hold
0 Sell
Strong Buy
Tesla, Inc.
2.19%
$2.86B
$1.48T
13.27%
12 Buy
11 Hold
7 Sell
Hold
Berkshire Hathaway B
1.50%
$1.95B
$1.08T
10.81%
1 Buy
1 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

36.90%Technology12.59%Financial10.67%Consumer Cyclical10.37%Communication Services8.97%Healthcare7.41%Industrials4.64%Consumer Defensive2.79%Energy2.34%Utilities1.84%Real Estate1.47%Basic Materials36.90%Technology
Technology
36.90%
Financial
12.59%
Consumer Cyclical
10.67%
Communication Services
10.37%
Healthcare
8.97%
Industrials
7.41%
Consumer Defensive
4.64%
Energy
2.79%
Utilities
2.34%
Real Estate
1.84%
Basic Materials
1.47%

Countries Breakdown

99.94%United States99.94%United States
United States
99.94%

Breakdown By Smart Score

19.23%Outperform1013.59%Outperform931.81%Outperform816.89%Neutral79.62%Neutral63.23%Neutral52.22%Neutral42.26%Underperform30.92%Underperform20.24%Underperform18
The weighted average smart score of the SWPPX Mutual Fund is 8
10
19.23%
9
13.59%
8
31.81%
7
16.89%
6
9.62%
5
3.23%
4
2.22%
3
2.26%
2
0.92%
1
0.24%

SWPPX Mutual Funds FAQ

What are Mutual Funds SWPPX’s top 3 holdings?
SWPPX’s top 3 holdings are NVDA, AAPL, MSFT.
    What is Mutual Funds SWPPX’s holdings count?
    Mutual Funds SWPPX’s is holdings 502 different assets.
      What are the total assets of Mutual Funds SWPPX?
      Mutual Funds SWPPX’s total assets are 130.47B.
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