SUWAX Mutual Fund

NAV$40.22
Showing 10 of 97 holdings(as of Mar 31, 2026)Top 10 Weight: 42.62%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1AAPLApple Inc8.90%1,532,234$388.87M-Information TechnologyTechnology Hardware, Storage & Peripherals
2MSFTMicrosoft Corp 4.100 Feb 06 376.69%790,045$292.45M-Information TechnologySoftware
3NVDANvidia Corp6.37%1,594,604$278.10MProProPro
4GOOGAlphabet Inc series C5.45%829,214$237.87MProProPro
5AMZNAmazon.Com Inc4.13%865,482$180.25MProProPro
6JPM:USJp Morgan Chase & Co3.03%450,095$132.40MProProPro
7METAMeta Platforms, Inc.2.19%167,593$95.88MProProPro
8ABBVAbbvie Inc Health Care2.03%406,909$88.50MProProPro
9WMTWalmart Inc Com USD0.11.94%681,559$84.70MProProPro
10VVisa Inc. Class A ( V )1.89%272,447$82.34MProProPro
See the other 87 holdings of SUWAX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
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Top Holdings Themes

Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEmerging TechMillennials & Gen Z

SUWAX Mutual Fund Top Holdings

SUWAX holdings top 10 positions. The top 10 holdings account for 42.6% of the fund, led by Apple Inc at 8.9%, Microsoft Corp 4.100 Feb 06 37 at 6.7%, Nvidia Corp at 6.4%.

SUWAX portfolio concentration is moderate, with the top 10 representing 42.6% of total assets. The largest sector exposure is Information Technology at 33.2%.

SUWAX sector allocation provides a detailed breakdown. SUWAX overlap tool shows how holdings compare to other funds in your portfolio.