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
$395M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$991K
2 +$797K
3 +$769K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$763K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$739K

Sector Composition

1 Financials 19.06%
2 Technology 15.91%
3 Healthcare 12.03%
4 Industrials 8.81%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.05%
1,230
77
$204K 0.05%
+1,604
78
$123K 0.03%
15,740
79
-4,418
80
-5,106