HWSIX Mutual Fund

HWSIX Mutual Fund

NAV$91.79
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Showing the top 10 of 67 holdings · as of Jul 31, 2026
Top 10 weight
38.34%
HWSIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WK
Workiva IncInfo Tech · Software
5.71%		5.7%823,400$49.24MInfo TechSoftware
2
STGW
Stagwell Inc Class AComm. Services · Media
5.42%		11.1%5,533,917$46.76MComm. ServicesMedia
Share changes, sector and industry · Pro
3
SLM
Slm Corp
4.60%		15.7%1,525,700$39.66M
4
AVT
Avnet Inc
4.34%		20.1%420,900$37.39M
5
MUR
Murphy Oil Corp
3.47%		23.5%754,100$29.97M
6
FLR
Fluor Corp
3.37%		26.9%578,800$29.04M
7
OLN
Olin Corp
3.23%		30.1%1,504,400$27.85M
8
CRC
California Resources Corp
2.80%		32.9%458,295$24.12M
9
UHAL
U Haul Holding Co
2.77%		35.7%381,200$23.86M
10
LAD
Lithia Motors Inc
2.63%		38.3%58,900$22.70M
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Themes in the top 10
Cloud ComputingRegulatory TechnologyData & AnalyticsChanging WorkInternet & DigitalDigital AdvertisingArtificial IntelligenceLending & CreditMillennials & Gen ZInterest RatesDigital BankingConsumer SpendingSemiconductorsNetworking InfrastructureConnectors & Interconnects

HWSIX Mutual Fund Top Holdings

HWSIX holdings top 10 positions. The top 10 holdings account for 38.3% of the fund, led by Workiva Inc at 5.7%, Stagwell Inc Class A at 5.4%, Slm Corp at 4.6%.

HWSIX portfolio concentration is moderate, with the top 10 representing 38.3% of total assets. The largest sector exposure is Industrials at 17.6%.

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