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SWLVX Mutual Fund Holdings Information

Holdings Count
861
Total Assets
806.72M
Top 10 Percentage
17.32%
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
861 Holdings
861 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Berkshire Hathaway B
3.32%
$26.76M
$1.11T
24.77%
2 Buy
1 Hold
0 Sell
Moderate Buy
JPMorgan Chase & Co.
2.90%
$23.42M
$722.70B
30.52%
11 Buy
6 Hold
0 Sell
Moderate Buy
Exxon Mobil Corp.
1.85%
$14.95M
$470.44B
-6.98%
9 Buy
6 Hold
0 Sell
Moderate Buy
Unitedhealth Group Inc.
1.80%
$14.50M
$343.58B
-39.41%
21 Buy
4 Hold
0 Sell
Strong Buy
Walmart Inc.
1.65%
$13.29M
$774.09B
60.17%
29 Buy
2 Hold
0 Sell
Strong Buy
Johnson & Johnson
1.42%
$11.45M
$371.45B
-1.94%
7 Buy
8 Hold
0 Sell
Moderate Buy
Bank of America
1.19%
$9.62M
$326.58B
15.04%
16 Buy
3 Hold
0 Sell
Strong Buy
Procter & Gamble Company
1.18%
$9.49M
$377.24B
-4.24%
10 Buy
10 Hold
0 Sell
Moderate Buy
Wells Fargo & Company
1.02%
$8.19M
$243.67B
22.78%
11 Buy
2 Hold
0 Sell
Strong Buy
Chevron
0.99%
$8.02M
$247.32B
-12.99%
10 Buy
6 Hold
2 Sell
Moderate Buy
Rows:
10

Sector Breakdown

22.39%Financial14.47%Healthcare14.17%Industrials10.65%Technology7.10%Consumer Defensive6.63%Consumer Cyclical6.55%Energy4.64%Real Estate4.47%Utilities4.31%Communication Services3.83%Basic Materials0.66%General0.11%Consumer Goods0.01%Services22.39%Financial
Financial
22.39%
Healthcare
14.47%
Industrials
14.17%
Technology
10.65%
Consumer Defensive
7.10%
Consumer Cyclical
6.63%
Energy
6.55%
Real Estate
4.64%
Utilities
4.47%
Communication Services
4.31%
Basic Materials
3.83%
General
0.66%
Consumer Goods
0.11%
Services
0.01%

Countries Breakdown

99.28%United States0.06%Canada99.28%United States
United States
99.28%
Canada
0.06%

Breakdown By Smart Score

9.54%Outperform1012.37%Outperform915.39%Outperform818.80%Neutral711.93%Neutral614.42%Neutral58.91%Neutral44.16%Underperform33.83%Underperform20.66%Underperform17
The weighted average smart score of the SWLVX Mutual Fund is 7
10
9.54%
9
12.37%
8
15.39%
7
18.80%
6
11.93%
5
14.42%
4
8.91%
3
4.16%
2
3.83%
1
0.66%

SWLVX Mutual Funds FAQ

What are Mutual Funds SWLVX’s top 3 holdings?
SWLVX’s top 3 holdings are BRK.B, JPM, XOM.
    What is Mutual Funds SWLVX’s holdings count?
    Mutual Funds SWLVX’s is holdings 861 different assets.
      What are the total assets of Mutual Funds SWLVX?
      Mutual Funds SWLVX’s total assets are 806.72M.
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