Portfolio (Quarterly)
Guide ↗
SWS Partners
· CIK 0001731731| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACN | ACCENTURE PLC IRELAND | Technology | 11,838 | $3.2M | 0.77% | SOLD |
| 2 | CPRI | CAPRI HOLDINGS LIMITED | Consumer Cyclical | 126,330 | $3.1M | 0.74% | SOLD |
| 3 | INTU | INTUIT | Technology | 3,769 | $2.5M | 0.60% | SOLD |
| 4 | NOW | SERVICENOW INC | Technology | 16,005 | $2.5M | 0.59% | SOLD |
| 5 | MNDY | MONDAY COM LTD | Technology | 16,215 | $2.4M | 0.58% | SOLD |
| 6 | GDDY | GODADDY INC | Technology | 13,624 | $1.7M | 0.41% | SOLD |
| 7 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 9,530 | $1.7M | 0.41% | SOLD |
| 8 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 2,531 | $1.1M | 0.28% | SOLD |
| 9 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 76,923 | $1.1M | 0.26% | SOLD |
| 10 | XYL | XYLEM INC | Industrials | 7,402 | $1.0M | 0.24% | SOLD |
| 11 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 9,653 | $988K | 0.24% | SOLD |
| 12 | XOM | EXXON MOBIL CORP | Energy | 3,260 | $392K | 0.10% | SOLD |
Sector Allocation
Technology
41.2%
Healthcare
17.4%
Industrials
8.3%
Communication Services
7.7%
Financial Services
7.0%
Consumer Cyclical
5.7%
Consumer Defensive
3.9%
Energy
3.6%
Utilities
2.4%
Basic Materials
1.9%