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SWLSX Mutual Fund Holdings Information

Compare
Holdings Count
63
Total Assets
512.20M
Top 10 Percentage
54.17%
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
63 Holdings
63 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
8.59%
$43.94M
$2.95T
8.46%
17 Buy
8 Hold
4 Sell
Moderate Buy
Microsoft
8.06%
$41.24M
$3.26T
5.78%
30 Buy
5 Hold
0 Sell
Strong Buy
Nvidia Corporation
7.57%
$38.73M
$2.86T
29.79%
34 Buy
5 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
6.10%
$31.24M
$2.04T
2.98%
46 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
5.75%
$29.42M
$1.50T
24.42%
42 Buy
2 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
5.72%
$29.27M
$1.88T
-9.43%
28 Buy
9 Hold
0 Sell
Strong Buy
Broadcom Inc.
4.31%
$22.08M
$976.92B
56.21%
24 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
3.38%
$17.30M
$916.13B
77.04%
16 Buy
10 Hold
11 Sell
Hold
Eli Lilly And Company
2.94%
$15.05M
$712.18B
-3.35%
18 Buy
0 Hold
1 Sell
Strong Buy
Salesforce.com
1.75%
$8.93M
$268.40B
-0.45%
32 Buy
8 Hold
3 Sell
Moderate Buy
Rows:
10

Sector Breakdown

47.38%Technology16.05%Consumer Cyclical13.56%Communication Services7.87%Healthcare6.85%Financial5.27%Industrials1.65%Consumer Defensive1.00%General0.37%Energy47.38%Technology
Technology
47.38%
Consumer Cyclical
16.05%
Communication Services
13.56%
Healthcare
7.87%
Financial
6.85%
Industrials
5.27%
Consumer Defensive
1.65%
General
1.00%
Energy
0.37%

Countries Breakdown

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

Breakdown By Smart Score

11.16%Outperform1018.81%Outperform925.12%Outperform817.66%Neutral76.79%Neutral613.51%Neutral52.94%Neutral40.54%Underperform33.47%Underperform17
The weighted average smart score of the SWLSX Mutual Fund is 7
10
11.16%
9
18.81%
8
25.12%
7
17.66%
6
6.79%
5
13.51%
4
2.94%
3
0.54%
2
0.00%
1
3.47%

SWLSX Mutual Funds FAQ

What are Mutual Funds SWLSX’s top 3 holdings?
SWLSX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds SWLSX’s holdings count?
    Mutual Funds SWLSX’s is holdings 63 different assets.
      What are the total assets of Mutual Funds SWLSX?
      Mutual Funds SWLSX’s total assets are 512.20M.
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