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SWLGX Mutual Fund Holdings Information

Holdings Count
394
Total Assets
3.36B
Top 10 Percentage
59.51%
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
394 Holdings
394 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
11.17%
$375.53M
$3.00T
-3.13%
16 Buy
9 Hold
4 Sell
Moderate Buy
Microsoft
10.21%
$343.16M
$3.55T
6.14%
30 Buy
5 Hold
0 Sell
Strong Buy
Nvidia Corporation
9.29%
$312.38M
$3.51T
13.65%
35 Buy
4 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
7.37%
$247.95M
$2.23T
10.90%
46 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.92%
$165.49M
$1.72T
37.91%
42 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
3.96%
$133.19M
$2.03T
-7.23%
29 Buy
9 Hold
0 Sell
Strong Buy
Tesla Motors
3.76%
$126.46M
$1.04T
76.03%
14 Buy
12 Hold
9 Sell
Hold
Broadcom Inc.
3.36%
$113.12M
$1.18T
50.72%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
3.29%
$110.79M
$2.03T
-6.95%
14 Buy
1 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.16%
$72.64M
$722.87B
-13.71%
16 Buy
2 Hold
1 Sell
Strong Buy
Rows:
10

Sector Breakdown

47.23%Technology17.59%Consumer Cyclical14.51%Communication Services6.82%Healthcare6.44%Financial3.73%Industrials1.79%Consumer Defensive0.55%Basic Materials0.45%Real Estate0.45%Energy0.27%Utilities0.16%General47.23%Technology
Technology
47.23%
Consumer Cyclical
17.59%
Communication Services
14.51%
Healthcare
6.82%
Financial
6.44%
Industrials
3.73%
Consumer Defensive
1.79%
Basic Materials
0.55%
Real Estate
0.45%
Energy
0.45%
Utilities
0.27%
General
0.16%

Countries Breakdown

99.83%United States99.83%United States
United States
99.83%

Breakdown By Smart Score

9.41%Outperform104.51%Outperform927.44%Outperform811.41%Neutral733.93%Neutral64.51%Neutral55.75%Neutral40.50%Underperform32.03%Underperform20.52%Underperform17
The weighted average smart score of the SWLGX Mutual Fund is 7
10
9.41%
9
4.51%
8
27.44%
7
11.41%
6
33.93%
5
4.51%
4
5.75%
3
0.50%
2
2.03%
1
0.52%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 394 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 3.36B.
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