Sws Partners Portfolio Holdings
Sws Partners
- $310 Million
- Q3 2024
Sws Partners has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $310 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.5M, Ishares Core S&P Mid Cap ETF with a value of $12.7M, Schwab Strategic Tr Intl Eqty with a value of $12M, Schwab Intermediate Term Us Tr with a value of $10M, and Schwab Strategic Tr Us Large C with a value of $9.86M.
Examining the 13F form we can see an decrease of $21.9M in the current position value, from $332M to 310M.
Below you can find more details about Sws Partners portfolio as well as his latest detailed transactions.
Portfolio value
$310 Million
ETFs: $141 Million
Technology: $54.1 Million
Healthcare: $24.3 Million
Consumer Cyclical: $17.2 Million
Industrials: $16 Million
Financial Services: $15.3 Million
Communication Services: $14.7 Million
Consumer Defensive: $9 Million
Other: $17.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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