SUWAX Mutual Fund

SUWAX Mutual Fund

NAV$40.67
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Showing the top 10 of 100 holdings · as of Jul 31, 2026
Top 10 weight
46.88%
SUWAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
9.06%		9.1%1,451,523$448.39MInfo TechTech Hardware
2
MSFT
Microsoft CorpInfo Tech · Software
7.27%		16.3%774,240$359.80MInfo TechSoftware
Sector and industry · Pro
3
NVDA
Nvidia Corp
6.34%		22.7%1,562,706$313.71M
4
GOOG
Alphabet Inc. C
5.86%		28.5%812,627$289.82M
5
AMZN
Amazon.com Inc
4.98%		33.5%908,302$246.68M
6
MU
Micron Technology, Inc.
3.21%		36.7%192,886$158.75M
7
JPM
JPMorgan Chase
3.14%		39.9%441,091$155.17M
8
AMD
Advanced Micro Devices Inc
2.78%		42.6%288,549$137.39M
9
AVGO
Broadcom Inc
2.22%		44.9%282,469$109.96M
10
ABBV
AbbVie Inc.
2.02%		46.9%398,769$100.07M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingPaymentsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPharmaceuticals

SUWAX Mutual Fund Top Holdings

SUWAX holdings top 10 positions. The top 10 holdings account for 46.9% of the fund, led by Apple, Inc at 9.1%, Microsoft Corp at 7.3%, Nvidia Corp at 6.3%.

SUWAX portfolio concentration is moderate, with the top 10 representing 46.9% of total assets. The largest sector exposure is Information Technology at 38.4%.

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