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
$657M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$10.7M
2 +$2.06M
3 +$1.36M
4
IYW icon
iShares US Technology ETF
IYW
+$1.08M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$858K

Sector Composition

1 Technology 22.75%
2 Healthcare 12.83%
3 Financials 9.54%
4 Consumer Discretionary 8.4%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$160K 0.02%
+11,480
77
-7,980