HWLIX Mutual Fund

HWLIX Mutual Fund

NAV$51.04
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Showing the top 10 of 63 holdings · as of Jul 31, 2026
Top 10 weight
31.29%
HWLIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WDAY
Workday, Inc., Class AInfo Tech · Software
6.02%		6.0%141,400$22.67MInfo TechSoftware
2
APA
Apa CorpEnergy · Oil & Gas
4.08%		10.1%411,600$15.36MEnergyOil & Gas
Sector and industry · Pro
3
AIG
American International Gr
3.22%		13.3%154,200$12.12M
4
GEHC
Ge Healthcare Technologies Inc
3.04%		16.4%168,362$11.45M
5
ELV
Elevance Health Inc
2.71%		19.1%27,170$10.21M
6
CMCSA
Comcast Corp. Class A
2.58%		21.6%406,200$9.73M
7
USB
US Bancorp
2.49%		24.1%148,740$9.37M
8
GM
General Motors Co
2.43%		26.6%103,200$9.17M
9
CDW
CDW Corp
2.40%		29.0%61,200$9.05M
10—Magna International Inc
2.32%		31.3%127,200$8.73M
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Themes in the top 10
Cloud ComputingData & AnalyticsChanging WorkArtificial IntelligenceInternet & DigitalInfrastructureEnergy SecurityEnergy TransitionClimate SolutionsClean EnergyInsurTechAsset ManagementHealth InsuranceGlobal BankingMedical Devices

HWLIX Mutual Fund Top Holdings

HWLIX holdings top 10 positions. The top 10 holdings account for 31.3% of the fund, led by Workday, Inc., Class A at 6.0%, Apa Corp at 4.1%, American International Gr at 3.2%.

HWLIX portfolio concentration is moderate, with the top 10 representing 31.3% of total assets. The largest sector exposure is Financials at 22.0%.

HWLIX sectors provide a detailed breakdown. HWLIX overlap shows how holdings compare to other funds in your portfolio.