SWLVX Mutual Fund

SWLVX Mutual Fund

NAV$20.12
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Showing the top 10 of 863 holdings · as of Jul 31, 2026
Top 10 weight
28.65%
SWLVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
6.49%		6.5%270,648$73.50MConsumer Disc.Internet
2
AAPL
Apple, IncInfo Tech · Tech Hardware
5.50%		12.0%201,700$62.31MInfo TechTech Hardware
Sector and industry · Pro
3DebtMicrosoft Corp
4.64%		16.6%113,096$52.56M
4
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
2.56%		19.2%56,701$29.00M
5
JPM
JPMorgan Chase
2.53%		21.7%81,399$28.64M
6
XOM
Exxon Mobil Corp.
1.74%		23.5%126,704$19.69M
7
JNJ
Johnson & Johnson -
1.66%		25.1%73,350$18.80M
8
CSCO
Cisco Systems Inc.
1.23%		26.3%120,294$13.95M
9
WMT
Walmart, Inc.
1.20%		27.5%122,160$13.58M
10
ABBV
AbbVie Inc.
1.10%		28.6%49,604$12.45M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsSemiconductorsCybersecurityData & AnalyticsNetworking InfrastructureAsset ManagementMarket InfrastructureGlobal BankingDerivatives TradingDigital BankingInvestment Technology

SWLVX Mutual Fund Top Holdings

SWLVX holdings top 10 positions. The top 10 holdings account for 28.6% of the fund, led by Amazon.Com Inc at 6.5%, Apple, Inc at 5.5%, Microsoft Corp 4.100 Feb 06 37 at 4.6%.

SWLVX portfolio concentration is well-diversified, with the top 10 representing 28.6% of total assets. The largest sector exposure is Information Technology at 19.3%.

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