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
$425M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$2.82M
3
+$2.13M
4
MRK icon
Merck
MRK
+$2.12M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.97M

Top Sells

1
+$1.26M
2
+$493K
3
+$431K
4
VV icon
Vanguard Large-Cap ETF
VV
+$361K
5
IYH icon
iShares US Healthcare ETF
IYH
+$336K

Sector Composition

1 Financials 19.31%
2 Technology 14.43%
3 Healthcare 12.14%
4 Industrials 6.92%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.28%
9,680
52
$1.16M 0.27%
15,542
-631
53
$1.13M 0.27%
20,207
54
$924K 0.22%
15,272
+293
55
$874K 0.21%
7,837
+471
56
$736K 0.17%
13,981
+284
57
$628K 0.15%
10,740
+1,700
58
$617K 0.15%
8,781
+1,450
59
$616K 0.14%
24,590
-17,188
60
$591K 0.14%
8,297
-6,921
61
$498K 0.12%
2,823
-257
62
$321K 0.08%
2,567
63
$279K 0.07%
2,597
64
$276K 0.06%
9,404
-424
65
$270K 0.06%
4,797
-167
66
$262K 0.06%
1,407
-295
67
$255K 0.06%
1,673
-23
68
$247K 0.06%
927
-1,130
69
$226K 0.05%
1,610
+3
70
$214K 0.05%
1,230
71
$213K 0.05%
3,000
72
$202K 0.05%
+4,290
73
$115K 0.03%
15,740
1 2
3