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
$538M
AUM Growth
-$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$908K
2 +$811K
3 +$793K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$685K
5
AMZN icon
Amazon
AMZN
+$627K

Sector Composition

1 Technology 20.99%
2 Healthcare 14.88%
3 Financials 9.31%
4 Consumer Discretionary 7.07%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.04%
936
77
$202K 0.04%
+2,530
78
$169K 0.03%
13,366
79
$120K 0.02%
11,480
80
-3,920