Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWS PARTNERS | 02-13-2024 | 12-31-2023 | 112 | 306,803,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Atlassian Corp Class A | TEAM-US | 201 | $1,510,173 | 6,349 | 0.00 | 0.00 | -103 | -1.60 | 12-31-2023 |
| Schwab US Small Cap ETF | SCHA-US | 202 | $1,464,388 | 30,999 | 0.00 | 0.00 | 13,593 | 78.09 | 12-31-2023 |
| iShares Core MSCI Totl Intl STCK ETF | IXUS-US | 203 | $1,353,545 | 20,846 | 0.00 | 0.00 | -27,489 | -56.87 | 12-31-2023 |
| Workday Inc Class A | WDAY-US | 204 | $1,299,967 | 4,709 | 0.00 | 0.00 | -76 | -1.59 | 12-31-2023 |
