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  Name: SWS Partners
  City: Columbus
  State: OH
  Zip: 43212
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $334,455,000
  Total Value Change : $27,647,000
  Securities Held Change : 2
   
All Securities Held : 114
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 52
  Unchanged Positions : 3
  Decreased Positions : 52

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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MELI)1 Year Chart         MELI Mercadolibre Inc 63 New $1,693.57 $2,354,000 1,557 0.7% 2,354,000 1,557 0.003    Business Services
   (DPZ)1 Year Chart         DPZ Dominos Pizza Inc 70 New $502.16 $1,964,000 3,953 0.59% 1,964,000 3,953 0.01    Food Wholesale
   (DIS)1 Year Chart         DIS Walt Disney Co 74 New $101.76 $1,807,000 14,767 0.54% 1,807,000 14,767 0.001    Entertainment - Diver...
   (XYL)1 Year Chart         XYL Xylem Inc. 88 New $144.25 $958,000 7,414 0.29% 958,000 7,414 0.003    Diversified Machinery
   (HZO)1 Year Chart         HZO Marinemax Inc 100 New $27.06 $471,000 14,150 0.14% 471,000 14,150 0.064    Specialty Retail, Other
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 104 New $177.81 $342,000 1,945 0.1% 342,000 1,945 0    Auto Manufacturers
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 113 New $81.33 $221,000 2,768 0.07% 221,000 2,768 0    N/A

      7 Records Found
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