SEWIX Mutual Fund
NAV$19.25
AUM$3M
TER0.92%
Holdings174
SEWIX Mutual Fund
NAV$19.25
NAA World Equity Income Fund Institutional Class
AUM$3M
TER0.92%
Holdings174
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Showing top 15 of 174 holdingsSee all 174 holdings(as of Mar 31, 2026)
SEWIX Mutual Fund All Holdings
SEWIX holdings total 174 positions. The top 10 holdings account for 28.8% of the fund, led by Broadcom Inc at 7.6%, Jpmorgan Chase at 3.2%, Exxon Mobil Corp. at 3.0%.
SEWIX portfolio concentration is well-diversified, with the top 10 representing 28.8% of total assets. The largest sector exposure is Unknown at 29.9%.
SEWIX sector allocation provides a detailed breakdown. SEWIX overlap tool shows how holdings compare to other funds in your portfolio.