SWASX Mutual Fund

SWASX Mutual Fund

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Showing the top 10 of 101 holdings · as of Aug 31, 2026
Top 10 weight
34.74%
SWASX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
6.33%		6.3%120,056$16.80MReal EstateEquity Real Estate Investment Trusts (REITs)
2
WELL
Welltower Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
6.28%		12.6%70,490$16.65MReal EstateEquity Real Estate Investment Trusts (REITs)
Sector and industry · Pro
3
EQIX
Equinix, Inc.
5.88%		18.5%14,905$15.60M
4
VICI
Vici Properties Inc
2.48%		21.0%256,776$6.59M
5
OHI
Omega Healthcare Investors Reit In
2.41%		23.4%139,770$6.39M
6
ESS
Essex Property Trust Inc.
2.36%		25.7%22,156$6.27M
7—Sun Hung Kai Properties Ltd. Shs
2.35%		28.1%422,500$6.24M
8
SPG
Simon Property Group Inc
2.29%		30.4%28,563$6.06M
9
VTR
Ventas, Inc.
2.23%		32.6%64,915$5.92M
10
GLPI
Gaming and Leisure Properties Inc
2.13%		34.7%134,347$5.65M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityConsumer SpendingSocial ImpactAging PopulationHealth & WellnessManaged Care

SWASX Mutual Fund Top Holdings

SWASX holdings top 10 positions. The top 10 holdings account for 34.7% of the fund, led by Prologis Inc at 6.3%, Welltower Inc. at 6.3%, Equinix, Inc. at 5.9%.

SWASX portfolio concentration is moderate, with the top 10 representing 34.7% of total assets. The largest sector exposure is Real Estate at 65.7%.

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