SUWIX Mutual Fund

SUWIX Mutual Fund

NAV$41.44
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Showing the top 10 of 97 holdings · as of Mar 31, 2026
Top 10 weight
42.62%
SUWIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
8.90%
8.9%1,532,234$388.87MInfo TechTech Hardware
2DebtMicrosoft CorpInfo Tech · Software
6.69%
15.6%790,045$292.45MInfo TechSoftware
Share changes, sector and industry · Pro
3
NVDA
Nvidia Corp.
6.37%
22.0%1,594,604$278.10M
4
GOOG
Alphabet Inc. C
5.45%
27.4%829,214$237.87M
5
AMZN
Amazon.com Inc
4.13%
31.5%865,482$180.25M
6
JPM
JPMorgan Chase
3.03%
34.6%450,095$132.40M
7Meta Platform Inc
2.19%
36.8%167,593$95.88M
8
ABBV
AbbVie Inc.
2.03%
38.8%406,909$88.50M
9
WMT
Walmart, Inc.
1.94%
40.7%681,559$84.70M
10
V
Visa Inc Class A
1.89%
42.6%272,447$82.34M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingPaymentsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEmerging Tech

SUWIX Mutual Fund Top Holdings

SUWIX 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%.

SUWIX portfolio concentration is moderate, with the top 10 representing 42.6% of total assets. The largest sector exposure is Information Technology at 33.6%.

SUWIX sectors provide a detailed breakdown. SUWIX overlap shows how holdings compare to other funds in your portfolio.