SWS Partners Diversified Active

CIK: 0001731731 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 25, 2022

Total Value ($000): $175,859 (100.0% shares, 0.0% debt)

Holdings (73)

GOOGL Alphabet Inc. 3.8%
Value ($000) $6,718 Shares 2,319 Est. Cost $69.91 Unrealized +104.5%
AMZN Amazon Com Inc 3.6%
Value ($000) $6,349 Shares 1,904 Est. Cost $122.02 Unrealized +40.3%
AMBA Ambarella Inc 3.4%
Value ($000) $5,943 Shares 29,292 Est. Cost $69.07 Unrealized +168.4%
UNH UnitedHealth Group 2.8%
Value ($000) $4,976 Shares 9,909 Est. Cost $315.91 Unrealized +33.6%
ACN Accenture PLC 2.7%
Value ($000) $4,734 Shares 11,420 Est. Cost $190.29 Unrealized +80.4%
META Facebook Inc 2.5%
Value ($000) $4,481 Shares 13,322 Est. Cost $228.87 Unrealized +44.1%
Arista Networks Inc 2.2%
Value ($000) $3,894 Shares 27,089 Est. Cost $193.86 Unrealized
JPM JPMorgan Chase 2.0%
Value ($000) $3,454 Shares 21,814 Est. Cost $99.47 Unrealized +48.6%
UBER Uber Technologies Inc 1.9%
Value ($000) $3,417 Shares 81,493 Est. Cost $39.59 Unrealized +8.9%
SNOW Snowflake Inc 1.9%
Value ($000) $3,406 Shares 10,055 Est. Cost $264.37 Unrealized +31.8%
MRVL Marvell Technology Inc 1.9%
Value ($000) $3,374 Shares 38,570 Est. Cost $59.24 Unrealized +24.0%
NOW Service Now Inc 1.9%
Value ($000) $3,320 Shares 5,114 Est. Cost $78.19 Unrealized +67.9%
NTRA Natera Inc 00500 1.9%
Value ($000) $3,299 Shares 35,324 Est. Cost $96.30 Unrealized +7.8%
MET MetLife, Inc. 1.8%
Value ($000) $3,101 Shares 49,620 Est. Cost $39.36 Unrealized +40.7%
BlackRock Inc 1.8%
Value ($000) $3,091 Shares 3,376 Est. Cost $543.57 Unrealized
FNF Fidelity Natl Finl 1.7%
Value ($000) $3,054 Shares 58,534 Est. Cost $28.71 Unrealized +35.7%
WFC Wells Fargo & Co 1.7%
Value ($000) $3,042 Shares 63,400 Est. Cost $25.29 Unrealized +75.6%
TWLO Twilio Inc 1.7%
Value ($000) $3,029 Shares 11,504 Est. Cost $270.64 Unrealized +10.5%
New Relic Inc 1.7%
Value ($000) $2,959 Shares 26,914 Est. Cost $66.13 Unrealized
ABBV Abbvie Inc 1.6%
Value ($000) $2,762 Shares 20,401 Est. Cost $74.37 Unrealized +36.8%
ABT Abbott Laboratories 1.5%
Value ($000) $2,680 Shares 19,043 Est. Cost $118.69 Unrealized 0.0%
AVGO Broadcom Limited 1.5%
Value ($000) $2,651 Shares 3,984 Est. Cost $26.33 Unrealized +96.7%
PYPL Paypal Holdings Inco 1.5%
Value ($000) $2,648 Shares 14,042 Est. Cost $153.20 Unrealized +40.9%
ETN Eaton Corp PLC 1.5%
Value ($000) $2,646 Shares 15,309 Est. Cost $69.81 Unrealized +122.7%
BMY Bristol-Myers Squibb 1.5%
Value ($000) $2,570 Shares 41,222 Est. Cost $44.01 Unrealized +11.9%
UPS United Parcel SRVC 1.4%
Value ($000) $2,542 Shares 11,858 Est. Cost $94.72 Unrealized +78.0%
SHOP Shopify Inc 1.4%
Value ($000) $2,448 Shares 1,777 Est. Cost $101.16 Unrealized +44.4%
MTCH Match Group Inc New 1.4%
Value ($000) $2,415 Shares 18,263 Est. Cost $134.61 Unrealized +5.1%
AMAT Applied Materials 1.3%
Value ($000) $2,340 Shares 14,873 Est. Cost $77.67 Unrealized +79.7%
TPR Tapestry Inc 1.3%
Value ($000) $2,325 Shares 57,267 Est. Cost $29.23 Unrealized +25.3%
MRK Merck & Co Inc 1.3%
Value ($000) $2,303 Shares 30,044 Est. Cost $54.11 Unrealized +29.2%
GPC Genuine Parts Co 1.3%
Value ($000) $2,218 Shares 15,820 Est. Cost $83.86 Unrealized +40.7%
AAPL Apple 1.3%
Value ($000) $2,210 Shares 12,443 Est. Cost $96.16 Unrealized +60.9%
Westrock Co 1.2%
Value ($000) $2,174 Shares 49,009 Est. Cost $33.63 Unrealized
VRTX Vertex Pharmaceutica 1.2%
Value ($000) $2,165 Shares 9,857 Est. Cost $210.50 Unrealized -7.6%
CMCSA Comcast Corporation 1.2%
Value ($000) $2,130 Shares 42,320 Est. Cost $50.63 Unrealized -8.9%
Atlassian Corp PLC 1.2%
Value ($000) $2,118 Shares 5,554 Est. Cost $192.20 Unrealized
NET Cloudflare Inc 1.2%
Value ($000) $2,106 Shares 16,016 Est. Cost $102.50 Unrealized +63.5%
DUK Duke Energy Corp 1.2%
Value ($000) $2,074 Shares 19,773 Est. Cost $71.59 Unrealized +20.5%
ETSY Etsy Inc 1.2%
Value ($000) $2,058 Shares 9,402 Est. Cost $198.61 Unrealized +21.3%
D Dominion Energy Inc 1.2%
Value ($000) $2,043 Shares 26,005 Est. Cost $62.76 Unrealized -1.0%
WDAY Workday Inc 1.1%
Value ($000) $2,022 Shares 7,400 Est. Cost $248.35 Unrealized +11.8%
CTSH Cognizant Tech Solu 1.1%
Value ($000) $1,983 Shares 22,351 Est. Cost $75.26 Unrealized 0.0%
KO Coca-Cola 1.1%
Value ($000) $1,942 Shares 32,804 Est. Cost $42.28 Unrealized +16.3%
NVDA Nvidia Corp 1.1%
Value ($000) $1,941 Shares 6,599 Est. Cost $17.52 Unrealized +56.8%
LAMR Lamar Advertising REIT 1.1%
Value ($000) $1,941 Shares 16,004 Est. Cost $78.79 Unrealized
STZ Constellation Brand 1.1%
Value ($000) $1,920 Shares 7,652 Est. Cost $185.56 Unrealized +14.5%
LYB Lyondellbasell Inds 1.1%
Value ($000) $1,899 Shares 20,595 Est. Cost $71.00 Unrealized -3.7%
AMT American Tower Corp REIT 1.1%
Value ($000) $1,895 Shares 6,480 Est. Cost $204.70 Unrealized +17.0%
MDLZ Mondelez Intl 1.1%
Value ($000) $1,886 Shares 28,438 Est. Cost $49.09 Unrealized +12.7%
NFLX Netflix Inc 1.1%
Value ($000) $1,866 Shares 3,098 Est. Cost $41.47 Unrealized +54.1%
CSCO Cisco Systems 1.1%
Value ($000) $1,858 Shares 29,312 Est. Cost $33.96 Unrealized +48.6%
SFIX Stitch Fix Inc 1.0%
Value ($000) $1,829 Shares 96,664 Est. Cost $39.81 Unrealized -28.0%
MPC Marathon Petroleum Corp 1.0%
Value ($000) $1,805 Shares 28,208 Est. Cost $30.91 Unrealized +89.0%
AMH American Homes 4rent REIT 1.0%
Value ($000) $1,760 Shares 40,348 Est. Cost $43.62 Unrealized
EW Edwards Lifesciences 1.0%
Value ($000) $1,758 Shares 13,573 Est. Cost $74.81 Unrealized +55.9%
GLW Corning Inc 1.0%
Value ($000) $1,748 Shares 46,955 Est. Cost $29.82 Unrealized +11.8%
KMB Kimberly-Clark Corp 1.0%
Value ($000) $1,743 Shares 12,193 Est. Cost $115.47 Unrealized -0.2%
PSX Phillips 66 1.0%
Value ($000) $1,735 Shares 23,943 Est. Cost $56.67 Unrealized +14.2%
LII Lennox Interntnl 1.0%
Value ($000) $1,727 Shares 5,325 Est. Cost $305.56 Unrealized -2.8%
MTN Vail Resorts Inc 1.0%
Value ($000) $1,682 Shares 5,129 Est. Cost $217.04 Unrealized +57.1%
ISRG Intuitive Surgical 0.9%
Value ($000) $1,659 Shares 4,618 Est. Cost $275.54 Unrealized +24.9%
Interpublic GRP Cos 0.9%
Value ($000) $1,659 Shares 44,312 Est. Cost $16.74 Unrealized +85.5%
VC Visteon Corp 0.8%
Value ($000) $1,424 Shares 12,814 Est. Cost $91.45 Unrealized +20.9%
EA Electronic Arts Inc 0.8%
Value ($000) $1,352 Shares 10,249 Est. Cost $126.89 Unrealized +3.6%
ASML Asml HLDGS NV 0.8%
Value ($000) $1,352 Shares 1,698 Est. Cost $354.51 Unrealized
MSFT Microsoft 0.6%
Value ($000) $1,013 Shares 3,012 Est. Cost $290.66 Unrealized +7.8%
PCT Purecycle Technologies I 0.6%
Value ($000) $982 Shares 102,620 Est. Cost $19.34 Unrealized -37.7%
XYZ Square Inc 0.4%
Value ($000) $656 Shares 4,060 Est. Cost $69.25 Unrealized +212.9%
ITW Illinois Tool Works 0.3%
Value ($000) $542 Shares 2,197 Est. Cost $210.30 Unrealized 0.0%
TSLA Tesla Inc 0.3%
Value ($000) $516 Shares 488 Est. Cost $170.65 Unrealized +96.5%
V Visa Inc 0.2%
Value ($000) $268 Shares 1,234 Est. Cost $195.04 Unrealized +6.7%
SWK Stanley Black & Deck 0.1%
Value ($000) $229 Shares 1,215 Est. Cost $158.57 Unrealized 0.0%