SCA

Stillwater Capital Advisors Portfolio holdings

AUM $888M
1-Year Est. Return 30.07%
This Quarter Est. Return
1 Year Est. Return
+30.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$598K
3
+$465K
4
AAPL icon
Apple
AAPL
+$434K
5
IYW icon
iShares US Technology ETF
IYW
+$433K

Top Sells

1
+$1.62M
2
+$471K
3
+$223K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$212K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$212K

Sector Composition

1 Industrials 15.77%
2 Technology 14.37%
3 Financials 13.33%
4 Energy 12.74%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.34M 1.79%
44,753
+14,831
27
$4.99M 1.67%
95,572
-1,328
28
$4.59M 1.54%
182,384
+17,180
29
$4.48M 1.5%
47,591
-17,251
30
$3.69M 1.23%
88,196
+9,366
31
$3.66M 1.22%
52,938
-149
32
$2.99M 1%
111,335
+9,370
33
$2.62M 0.88%
25,885
34
$2.6M 0.87%
51,358
+5,628
35
$2.18M 0.73%
42,362
+4,239
36
$1.85M 0.62%
59,468
+6,204
37
$1.84M 0.62%
55,887
+5,811
38
$1.46M 0.49%
36,956
+11,740
39
$1.27M 0.43%
13,884
+620
40
$1.25M 0.42%
31,510
+225
41
$1.12M 0.37%
9,550
42
$1.11M 0.37%
9,995
43
$881K 0.29%
17,006
-1,420
44
$874K 0.29%
20,960
45
$827K 0.28%
9,874
+14
46
$748K 0.25%
28,680
47
$742K 0.25%
9,134
+3,277
48
$618K 0.21%
5,605
+576
49
$610K 0.2%
13,148
-1,613
50
$597K 0.2%
5,961
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