SWLVX Mutual Fund

SWLVX Mutual Fund

NAV$19.89
See how much of SWLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 863 holdings · as of Aug 31, 2026
Top 10 weight
28.39%
SWLVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
6.09%		6.1%270,740$70.33MConsumer Disc.Internet
2
AAPL
Apple, IncInfo Tech · Tech Hardware
5.53%		11.6%201,772$63.93MInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
4.97%		16.6%113,131$57.39M
4
JPM
JPMorgan Chase
2.51%		19.1%81,431$28.99M
5
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
2.47%		21.6%56,715$28.59M
6
XOM
ExxonMobil Corp.
1.77%		23.3%126,744$20.40M
7
JNJ
Johnson & Johnson -
1.69%		25.0%73,384$19.51M
8
CSCO
Cisco Systems Inc.
1.15%		26.2%120,326$13.29M
9
WMT
Walmart, Inc.
1.11%		27.3%122,202$12.82M
10
ABBV
AbbVie Inc.
1.10%		28.4%49,618$12.72M
More holdings · Pro
FundXLS Pro
See the other 853 holdings of SWLVX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsSemiconductorsCybersecurityData & AnalyticsNetworking InfrastructureGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyDerivatives Trading

SWLVX Mutual Fund Top Holdings

SWLVX holdings top 10 positions. The top 10 holdings account for 28.4% of the fund, led by Amazon.Com Inc at 6.1%, Apple, Inc at 5.5%, Microsoft Corp at 5.0%.

SWLVX portfolio concentration is well-diversified, with the top 10 representing 28.4% of total assets. The largest sector exposure is Information Technology at 20.2%.

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