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SUWCX

ETF
SUWCX · UNKNOWN · 92 holdings
$31.48
▲ $0.75 (2.44%)
Day Range
52-Week Range
Volume
Apertura —
Promedio 50D / 200D
Promedio 50D / 200D

About SUWCX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
$30.73
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
95.7%
HHI Score
313.19
Top Sector
Technology (33.131332%)

Performance

Low (17.3%) ↗ Accelerating
1W
▲ 3.56%
1M
▲ 0.32%
3M
▼ -1.49%
6M
▼ -8.63%
YTD
▼ -1.03%
1Y
▲ 20.97%
3Y
▲ 24.54%

1W return (+3.56%) exceeds 1M (+0.32%) — momentum is building

Price History

Concentration Risk

44.89% Moderately Concentrated
Diversified Concentrated

The top 10 holdings represent 44.89% of the fund. A moderate concentration level — the fund balances top holdings with broader diversification.

Top Holdings Today

Weighted by position size
AAPL
▲ 0.17%
MSFT
▼ -0.85%
NVDA
▲ 0.62%
GOOG
▲ 0.15%
AMZN
▲ 4.61%
JPM
▲ 0.83%
META
▲ 3.40%
V
▼ -0.25%
ABBV
▲ 0.63%
WMT
▲ 1.79%
Weighted avg. of top holdings ▲ 0.72%

Sector Allocation

Technology
33.13%
Financial Services
13.74%
Consumer Cyclical
10.67%
Communication Services
9.83%
Industrials
9.02%
Healthcare
8.03%
Consumer Defensive
4.75%
Utilities
2.72%
Energy
2.70%
Basic Materials
1.98%
Real Estate
0.40%

Top 10 Holdings

44.89% of fund
AAPL Apple Inc
9.04%
MSFT Microsoft Corp
8.29%
NVDA NVIDIA Corp
6.45%
GOOG Alphabet Inc
5.64%
AMZN Amazon.com Inc
3.90%
JPM JPMorgan Chase & Co
3.15%
META Meta Platforms Inc
2.40%
V Visa Inc
2.07%
ABBV AbbVie Inc
2.02%
WMT Walmart Inc
1.94%
Other positions
0.81%

All Holdings (92)

Top 10: 44.89% of fund
# Ticker Name Weight Shares Market Value
1 AAPL Apple Inc 9.04% 1.56 M 425.08 M
2 MSFT Microsoft Corp 8.29% 806,209 389.90 M
3 NVDA NVIDIA Corp 6.45% 1.63 M 303.48 M
4 GOOG Alphabet Inc 5.64% 846,178 265.53 M
5 AMZN Amazon.com Inc 3.90% 794,578 183.40 M
6 JPM JPMorgan Chase & Co 3.15% 459,303 148.00 M
7 META Meta Platforms Inc 2.40% 171,022 112.89 M
8 V Visa Inc 2.07% 278,020 97.50 M
9 ABBV AbbVie Inc 2.02% 415,233 94.88 M
10 WMT Walmart Inc 1.94% 818,151 91.15 M
Showing top 10 of 92 holdings · Listed: 99.19% · 0.81% in other positions

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