SWS Partners - Portfolio overview

SWS Partners has 123 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.31%
2. SCHR - SCHWAB STRATEGIC TR, 4.24%
3. IJH - ISHARES TR, 3.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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