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
$343M
AUM Growth
+$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$971K
3 +$502K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$492K
5
IYH icon
iShares US Healthcare ETF
IYH
+$477K

Sector Composition

1 Financials 19.43%
2 Technology 14.39%
3 Healthcare 13.31%
4 Communication Services 10.11%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,749
77
-17,230
78
-72,282