Schwab Core Equity Fund (SWANX) Holdings
- Holdings Count
- 51
- Total Assets
- 1.48B
- Top 10 Percentage
- 57.84%
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
| Name | Market Value | Price & Change | Follow | ||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANvidia Corporation | 10.54% | $156.04M | ― | $4.93T | 0.86% | Strong Buy | $323.45 | ||
| MSFTMicrosoft | 8.90% | $131.71M | ― | $3.88T | -0.73% | Strong Buy | $634.08 | ||
| GOOGLAlphabet Inc. Class A | 8.42% | $124.65M | ― | $3.41T | -0.58% | Strong Buy | $399.06 | ||
| AAPLApple Inc | 7.88% | $116.73M | ― | $5.03T | 26.98% | Moderate Buy | $337.77 | ||
| AVGOBroadcom Inc. | 5.27% | $78.06M | ― | $1.56T | -13.38% | Strong Buy | $523.72 | ||
| AMZNAmazon.Com, Inc. | 4.38% | $64.91M | ― | $2.59T | 7.85% | Strong Buy | $324.76 | ||
| METAMeta Platforms, Inc. | 3.66% | $54.19M | ― | $1.57T | -7.72% | Strong Buy | $855.13 | ||
| LLYEli Lilly And Company | 3.31% | $49.06M | ― | $1.33T | 67.86% | Strong Buy | $1,508.7 | ||
| VVisa Inc. | 2.83% | $41.84M | ― | $782.42B | 19.87% | Strong Buy | $452.35 | ||
| FISFidelity National Information Services | 2.64% | $39.10M | ― | $19.88B | -38.21% | Moderate Buy | $45.89 |
Sector Breakdown
- Technology43.82%
- Communication Services12.12%
- Industrials9.55%
- Financial8.85%
- Healthcare7.68%
- Consumer Cyclical7.44%
- General3.09%
- Energy2.55%
- Consumer Defensive2.55%
- Basic Materials1.34%
- Utilities1.02%
Countries Breakdown
- United States99.68%
Breakdown By Smart Score
The weighted average smart score of the SWANX Mutual Fund is 8
- 1031.60%
- 924.36%
- 810.00%
- 726.09%
- 65.51%
- 51.33%
- 41.11%
- 30.00%
- 20.00%
- 10.00%
SWANX Mutual Funds FAQ
What are Mutual Funds SWANX’s top 3 holdings?
SWANX’s top 3 holdings are NVDA, MSFT, GOOGL.
What is Mutual Funds SWANX’s holdings count?
Mutual Funds SWANX’s is holdings 51 different assets.
What are the total assets of Mutual Funds SWANX?
Mutual Funds SWANX’s total assets are 1.48B.
