SWASX Mutual Fund

SWASX Mutual Fund

NAV$7.09
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Showing the top 10 of 101 holdings · as of Feb 28, 2026
Top 10 weight
32.37%
SWASX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
5.26%		5.3%77,193$15.99MReal EstateEquity Real Estate Investment Trusts (REITs)
2—Equinix Inc. Real Estate Investment TrustReal Estate · Real Estate
4.78%		10.0%14,902$14.52MReal EstateReal Estate
Share changes, sector and industry · Pro
3
PLD
Prologis Inc
4.53%		14.6%96,558$13.77M
4
PSA
Public Storage
3.12%		17.7%30,895$9.49M
5
VICI
Vici Properties Inc
2.74%		20.4%275,649$8.33M
6
SUI
Sun Communities Inc.
2.62%		23.1%58,314$7.96M
7
SPG
Simon Property Group Inc
2.50%		25.6%37,292$7.60M
8
OHI
Omega Healthcare Investors Reit In
2.36%		27.9%148,667$7.18M
9
EGP
Eastgroup Properties Inc. Real Estate Investment Trust
2.25%		30.2%34,821$6.84M
10
VTR
Ventas  Inc .
2.21%		32.4%77,746$6.70M
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Themes in the top 10
Cloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecuritySupply ChainInfrastructureUrbanizationPropTechInflation ProtectionConsumer SpendingChanging WorkSocial ImpactAging PopulationHealth & Wellness

SWASX Mutual Fund Top Holdings

SWASX holdings top 10 positions. The top 10 holdings account for 32.4% of the fund, led by Welltower, Inc. at 5.3%, Equinix Inc. Real Estate Investment Trust at 4.8%, Prologis Inc at 4.5%.

SWASX portfolio concentration is moderate, with the top 10 representing 32.4% of total assets. The largest sector exposure is Real Estate at 61.6%.

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