SWS Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP SWS Partners | Institutional Filer | ▼ 2.13% | $405.4M | 112 |
Current Portfolio Holdings
Showing all 112 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 60K | $39.3M | 9.69% |
| 2 | SCHR | SCHWAB STRATEGIC TR | — | 719K | $17.9M | 4.42% |
| 3 | IJH | ISHARES TR | — | 233K | $15.8M | 3.89% |
| 4 | IDUB | ETF SER SOLUTIONS | — | 546K | $13.5M | 3.32% |
| 5 | NVDA | NVIDIA Corporation | Technology | 74K | $12.8M | 3.16% |
| 6 | SPYD | SPDR SERIES TRUST | — | 242K | $11.0M | 2.72% |
| 7 | GOOGL | Alphabet Inc. | Technology | 36K | $10.3M | 2.53% |
| 8 | OSCV | ETF SER SOLUTIONS | — | 231K | $9.1M | 2.25% |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | — | 181K | $8.5M | 2.09% |
| 10 | GH | Guardant Health, Inc. | Healthcare | 79K | $7.3M | 1.81% |
| 11 | SCHX | SCHWAB STRATEGIC TR | — | 278K | $7.1M | 1.76% |
| 12 | NTRA | Natera, Inc. | Healthcare | 29K | $5.9M | 1.45% |
| 13 | CIEN | Ciena Corporation | Technology | 15K | $5.8M | 1.43% |
| 14 | PFFD | GLOBAL X FDS | — | 315K | $5.8M | 1.43% |
| 15 | GLW | Corning Incorporated | Technology | 43K | $5.8M | 1.43% |
Showing 1 to 15 of 112 holdings