Portfolio (Quarterly)
Guide ↗
SWS Partners
· CIK 0001731731| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CONFLUENT INC | — | 164,776 | $3.3M | 0.80% | SOLD |
| 2 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 37,583 | $1.8M | 0.45% | SOLD |
| 3 | NFLX | NETFLIX INC | Communication Services | 1,446 | $1.7M | 0.42% | SOLD |
| 4 | ABNB | AIRBNB INC | Consumer Cyclical | 14,166 | $1.7M | 0.42% | SOLD |
| 5 | CMCSA | COMCAST CORP NEW | Communication Services | 32,287 | $1.0M | 0.25% | SOLD |
| 6 | IYW | ISHARES TR | — | 1,272 | $249K | 0.06% | SOLD |
| 7 | MLPA | GLOBAL X FDS | — | 4,431 | $215K | 0.05% | SOLD |
Sector Allocation
Technology
35.8%
Healthcare
15.3%
Communication Services
9.9%
Consumer Cyclical
9.1%
Financial Services
8.6%
Industrials
8.1%
Consumer Defensive
5.6%
Energy
2.2%
Utilities
1.9%
Basic Materials
1.9%