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SWLGX Mutual Fund Holdings Information

Holdings Count
386
Total Assets
3.87B
Top 10 Percentage
59.62%
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
386 Holdings
386 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
13.55%
$524.60M
$4.50T
42.56%
36 Buy
2 Hold
1 Sell
Strong Buy
Microsoft
12.88%
$498.59M
$3.89T
25.72%
33 Buy
1 Hold
0 Sell
Strong Buy
Apple Inc
9.96%
$385.54M
$3.81T
12.42%
19 Buy
13 Hold
3 Sell
Moderate Buy
Amazon.Com, Inc.
5.30%
$205.08M
$2.37T
21.63%
43 Buy
0 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.52%
$174.89M
$1.79T
21.56%
40 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
4.42%
$170.96M
$1.59T
85.80%
26 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
2.82%
$109.32M
$1.44T
81.99%
14 Buy
13 Hold
9 Sell
Hold
Alphabet Inc. Class A
2.34%
$90.68M
$2.98T
51.13%
29 Buy
8 Hold
0 Sell
Strong Buy
Eli Lilly And Company
1.93%
$74.74M
$798.46B
-8.05%
18 Buy
4 Hold
0 Sell
Strong Buy
Visa Inc.
1.92%
$74.22M
$678.97B
26.88%
19 Buy
4 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

53.71%Technology13.26%Consumer Cyclical11.68%Communication Services6.55%Healthcare6.03%Financial4.70%Industrials2.47%Consumer Defensive0.47%Real Estate0.34%Utilities0.30%Basic Materials0.29%Energy0.19%General53.71%Technology
Technology
53.71%
Consumer Cyclical
13.26%
Communication Services
11.68%
Healthcare
6.55%
Financial
6.03%
Industrials
4.70%
Consumer Defensive
2.47%
Real Estate
0.47%
Utilities
0.34%
Basic Materials
0.30%
Energy
0.29%
General
0.19%

Countries Breakdown

99.60%United States0.08%Canada99.60%United States
United States
99.60%
Canada
0.08%

Breakdown By Smart Score

21.66%Outperform1017.92%Outperform919.72%Outperform88.50%Neutral717.92%Neutral67.26%Neutral54.53%Neutral40.69%Underperform31.33%Underperform20.46%Underperform18
The weighted average smart score of the SWLGX Mutual Fund is 8
10
21.66%
9
17.92%
8
19.72%
7
8.50%
6
17.92%
5
7.26%
4
4.53%
3
0.69%
2
1.33%
1
0.46%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are NVDA, MSFT, AAPL.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 386 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 3.87B.
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