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SWLVX Mutual Fund Holdings Information

Holdings Count
863
Total Assets
859.68M
Top 10 Percentage
17.63%
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
863 Holdings
863 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Berkshire Hathaway B
3.10%
$26.64M
$1.06T
7.20%
2 Buy
1 Hold
0 Sell
Moderate Buy
JPMorgan Chase & Co.
2.93%
$25.18M
$846.84B
35.83%
12 Buy
6 Hold
0 Sell
Moderate Buy
Amazon.Com, Inc.
2.20%
$18.90M
$2.35T
15.29%
44 Buy
0 Hold
0 Sell
Strong Buy
Exxon Mobil Corp.
1.72%
$14.81M
$478.51B
-6.70%
12 Buy
7 Hold
0 Sell
Moderate Buy
Johnson & Johnson
1.41%
$12.13M
$459.75B
16.30%
14 Buy
7 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class A
1.41%
$12.12M
$2.96T
48.34%
30 Buy
8 Hold
0 Sell
Strong Buy
Walmart Inc.
1.37%
$11.74M
$814.19B
31.30%
30 Buy
0 Hold
0 Sell
Strong Buy
Procter & Gamble Company
1.26%
$10.82M
$345.20B
-14.06%
9 Buy
5 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class C
1.15%
$9.92M
$2.96T
47.51%
14 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
1.07%
$9.22M
$1.80T
20.87%
41 Buy
6 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

21.99%Financial13.03%Industrials11.36%Technology11.28%Healthcare8.16%Consumer Cyclical7.89%Consumer Defensive7.68%Communication Services6.04%Energy4.58%Utilities4.28%Real Estate3.53%Basic Materials0.16%General0.01%Services<0.01%Consumer Goods21.99%Financial
Financial
21.99%
Industrials
13.03%
Technology
11.36%
Healthcare
11.28%
Consumer Cyclical
8.16%
Consumer Defensive
7.89%
Communication Services
7.68%
Energy
6.04%
Utilities
4.58%
Real Estate
4.28%
Basic Materials
3.53%
General
0.16%
Services
0.01%
Consumer Goods
<0.01%

Countries Breakdown

99.27%United States0.15%Canada99.27%United States
United States
99.27%
Canada
0.15%

Breakdown By Smart Score

17.46%Outperform1015.66%Outperform917.03%Outperform817.20%Neutral716.02%Neutral66.80%Neutral55.07%Neutral41.73%Underperform32.24%Underperform20.78%Underperform17
The weighted average smart score of the SWLVX Mutual Fund is 7
10
17.46%
9
15.66%
8
17.03%
7
17.20%
6
16.02%
5
6.80%
4
5.07%
3
1.73%
2
2.24%
1
0.78%

SWLVX Mutual Funds FAQ

What are Mutual Funds SWLVX’s top 3 holdings?
SWLVX’s top 3 holdings are BRK.B, JPM, AMZN.
    What is Mutual Funds SWLVX’s holdings count?
    Mutual Funds SWLVX’s is holdings 863 different assets.
      What are the total assets of Mutual Funds SWLVX?
      Mutual Funds SWLVX’s total assets are 859.68M.
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