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SWPPX Mutual Fund Holdings Information

Holdings Count
502
Total Assets
104.97B
Top 10 Percentage
33.98%
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
Apple Inc
6.74%
$7.07B
$3.37T
4.44%
16 Buy
12 Hold
1 Sell
Moderate Buy
Microsoft
6.20%
$6.51B
$3.88T
28.26%
34 Buy
1 Hold
0 Sell
Strong Buy
Nvidia Corporation
5.63%
$5.91B
$4.44T
67.00%
35 Buy
3 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
3.67%
$3.85B
$2.36T
32.67%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.54%
$2.66B
$1.92T
48.44%
42 Buy
5 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
2.06%
$2.17B
$1.00T
7.98%
2 Buy
0 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class A
1.96%
$2.05B
$2.43T
23.85%
27 Buy
9 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.90%
$2.00B
$1.43T
104.48%
29 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
1.67%
$1.75B
$1.09T
71.67%
14 Buy
15 Hold
8 Sell
Hold
Alphabet Inc. Class C
1.61%
$1.69B
$2.43T
22.98%
15 Buy
1 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

31.72%Technology13.96%Financial10.84%Healthcare10.53%Consumer Cyclical9.33%Communication Services7.45%Industrials6.15%Consumer Defensive3.19%Energy2.56%Utilities2.26%Real Estate1.78%Basic Materials0.24%General31.72%Technology
Technology
31.72%
Financial
13.96%
Healthcare
10.84%
Consumer Cyclical
10.53%
Communication Services
9.33%
Industrials
7.45%
Consumer Defensive
6.15%
Energy
3.19%
Utilities
2.56%
Real Estate
2.26%
Basic Materials
1.78%
General
0.24%

Countries Breakdown

99.90%United States99.90%United States
United States
99.90%

Breakdown By Smart Score

7.49%Outperform1015.33%Outperform922.25%Outperform818.15%Neutral717.72%Neutral610.04%Neutral53.30%Neutral44.82%Underperform30.70%Underperform20.20%Underperform17
The weighted average smart score of the SWPPX Mutual Fund is 7
10
7.49%
9
15.33%
8
22.25%
7
18.15%
6
17.72%
5
10.04%
4
3.30%
3
4.82%
2
0.70%
1
0.20%

SWPPX Mutual Funds FAQ

What are Mutual Funds SWPPX’s top 3 holdings?
SWPPX’s top 3 holdings are AAPL, MSFT, NVDA.
    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 104.97B.
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