SUWZX Mutual Fund

SUWZX Mutual Fund

NAV$41.67
See how much of SUWZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 97 holdings · as of Mar 31, 2026
Top 10 weight
42.62%
SUWZX 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
7—Meta 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
More holdings · Pro
FundXLS Pro
See the other 87 holdings of SUWZX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingPaymentsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEmerging Tech

SUWZX Mutual Fund Top Holdings

SUWZX 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%.

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

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