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
$717M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$1.58M
3
+$1.13M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$622K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$521K

Top Sells

1
+$10.2M
2
+$1.57M
3
+$1.28M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.21M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.16M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 8.06%
3 Healthcare 7.84%
4 Financials 7.52%
5 Communication Services 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
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