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SWLSX Mutual Fund Holdings Information

Holdings Count
55
Total Assets
593.26M
Top 10 Percentage
59.66%
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55 Holdings
55 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
10.86%
$64.37M
―
$5.48T
21.97%
31 Buy
0 Hold
0 Sell
Strong Buy
―
Alphabet Inc. Class A
8.66%
$51.35M
―
$4.15T
40.50%
24 Buy
4 Hold
0 Sell
Strong Buy
―
Apple Inc
8.52%
$50.52M
―
$4.81T
30.37%
15 Buy
11 Hold
4 Sell
Moderate Buy
―
Broadcom Inc.
7.03%
$41.65M
―
$1.70T
5.34%
27 Buy
3 Hold
0 Sell
Strong Buy
―
Microsoft
6.84%
$40.52M
―
$3.78T
-1.31%
34 Buy
1 Hold
0 Sell
Strong Buy
―
Amazon.Com, Inc.
5.87%
$34.81M
―
$2.66T
12.93%
39 Buy
2 Hold
0 Sell
Strong Buy
―
Meta Platforms, Inc.
4.01%
$23.79M
―
$1.88T
1.09%
39 Buy
6 Hold
0 Sell
Strong Buy
―
Eli Lilly And Company
3.24%
$19.20M
―
$1.12T
40.18%
20 Buy
2 Hold
1 Sell
Strong Buy
―
Tesla, Inc.
2.75%
$16.31M
―
$1.39T
-22.78%
12 Buy
12 Hold
2 Sell
Moderate Buy
―
Lam Research Corp
1.88%
$11.15M
―
$405.29B
130.06%
21 Buy
3 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

48.62%Technology16.64%General11.78%Consumer Cyclical6.68%Healthcare5.93%Industrials5.27%Financial2.71%Consumer Defensive2.38%Communication Services48.62%Technology
Technology
48.62%
General
16.64%
Consumer Cyclical
11.78%
Healthcare
6.68%
Industrials
5.93%
Financial
5.27%
Consumer Defensive
2.71%
Communication Services
2.38%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

19.13%Outperform1036.39%Outperform918.44%Outperform819.03%Neutral71.06%Neutral61.81%Neutral53.56%Underperform30.60%Underperform28
The weighted average smart score of the SWLSX Mutual Fund is 8
10
19.13%
9
36.39%
8
18.44%
7
19.03%
6
1.06%
5
1.81%
4
0.00%
3
3.56%
2
0.60%
1
0.00%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are NVDA, GOOGL, AAPL.
    What is Mutual Funds SWLSX’s holdings count?
    Mutual Funds SWLSX’s is holdings 55 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 593.26M.
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