SWRLX Mutual Fund

SWRLX Mutual Fund

NAV$24.19
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Showing the top 10 of 93 holdings · as of Sep 30, 2026
Top 10 weight
18.37%
SWRLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Samsung Electronics (Equity)
3.63%		3.6%38,500$7.56M--
2—Sk Square
2.49%		6.1%6,200$5.17M--
3
HSBC
Hsbc Holdings Plc
1.85%		8.0%194,800$3.85M--
4—Aercap Holdings N.V. Ordinary SharesIndustrials · Aerospace & Defense
1.63%		9.6%23,600$3.39MIndustrialsAerospace & Defense
5—Genius Electronic Optical Co Ltd
1.55%		11.2%115,000$3.22M--
6
SHEL
Shell PlcEnergy · Oil & Gas
1.55%		12.7%68,000$3.22MEnergyOil & Gas
7—Banco Santander
1.47%		14.2%220,300$3.05M--
8—Total Fina Elf Holdings Usa, Inc.
1.41%		15.6%34,100$2.93M--
9—Japan Post Holdings Co., Ltd.
1.40%		17.0%181,800$2.92M--
10
SNY
Sanofi SA
1.39%		18.4%35,000$2.88M--
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Themes in the top 10
Energy SecurityEnergy TransitionClean EnergyInflation ProtectionHydrogen Economy

SWRLX Mutual Fund Top Holdings

SWRLX holdings top 10 positions. The top 10 holdings account for 18.4% of the fund, led by Samsung Electronics (Equity) at 3.6%, Sk Square at 2.5%, Hsbc Holdings Plc at 1.9%.

SWRLX portfolio concentration is well-diversified, with the top 10 representing 18.4% of total assets. The largest sector exposure is Financials at 10.3%.

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