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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
$4.46T
34.94%
39 Buy
1 Hold
1 Sell
Strong Buy
Apple Inc
6.86%
$8.95B
$4.00T
5.48%
20 Buy
10 Hold
2 Sell
Moderate Buy
Microsoft
6.58%
$8.58B
$3.60T
10.82%
32 Buy
2 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
4.05%
$5.29B
$2.44T
1.35%
44 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.97%
$3.88B
$1.62T
45.74%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
2.80%
$3.65B
$3.75T
60.29%
28 Buy
7 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.40%
$3.14B
$1.67T
9.41%
37 Buy
6 Hold
1 Sell
Strong Buy
Alphabet Inc. Class C
2.25%
$2.93B
$3.71T
58.85%
14 Buy
1 Hold
0 Sell
Strong Buy
Tesla, Inc.
2.19%
$2.86B
$1.63T
5.04%
11 Buy
12 Hold
9 Sell
Hold
Berkshire Hathaway B
1.50%
$1.95B
$1.08T
9.12%
1 Buy
1 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

36.97%Technology12.59%Financial10.67%Consumer Cyclical10.37%Communication Services8.90%Healthcare7.41%Industrials4.64%Consumer Defensive2.79%Energy2.34%Utilities1.84%Real Estate1.47%Basic Materials36.97%Technology
Technology
36.97%
Financial
12.59%
Consumer Cyclical
10.67%
Communication Services
10.37%
Healthcare
8.90%
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

18.21%Outperform1026.22%Outperform916.11%Outperform812.28%Neutral718.12%Neutral64.20%Neutral52.36%Neutral41.52%Underperform30.75%Underperform20.23%Underperform18
The weighted average smart score of the SWPPX Mutual Fund is 8
10
18.21%
9
26.22%
8
16.11%
7
12.28%
6
18.12%
5
4.20%
4
2.36%
3
1.52%
2
0.75%
1
0.23%

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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