HWVIX Mutual Fund

HWVIX Mutual Fund

NAV$14.86
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Showing the top 10 of 350 holdings · as of Jul 31, 2026
Top 10 weight
5.81%
HWVIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
OCFC
Oceanfirst Financial Corp.Financials · Banks
0.77%		0.8%355,880$6.87MFinancialsBanks
2
PBF
Pbf Energy IncEnergy · Oil & Gas
0.60%		1.4%73,900$5.34MEnergyOil & Gas
Sector and industry · Pro
3
WEX
Wex Inc.
0.60%		2.0%28,900$5.40M
4—Robert Half International Inc.
0.58%		2.6%137,300$5.19M
5
CBZ
Cbiz Inc.
0.56%		3.1%91,500$5.04M
6—Crescent Energ-A
0.56%		3.7%434,359$4.98M
7
IPAR
Inter Parfums Inc
0.54%		4.2%38,500$4.80M
8
AXTA
Axalta Coating Systems Ltd. Common Shares
0.54%		4.8%136,100$4.87M
9
CNMD
Conmed Corp
0.53%		5.3%103,200$4.78M
10
FBIN
Fortune Brands Innovations Inc
0.53%		5.8%95,800$4.72M
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Themes in the top 10
Global BankingLending & CreditInterest RatesDigital BankingEnergy SecurityEnergy TransitionInflation ProtectionPaymentsData & AnalyticsChanging WorkInternet & DigitalSocial ImpactInsurTechRegulatory TechnologyAsset Management

HWVIX Mutual Fund Top Holdings

HWVIX holdings top 10 positions. The top 10 holdings account for 5.8% of the fund, led by Oceanfirst Financial Corp. Com at 0.8%, Pbf Energy Inc at 0.6%, Wex Inc. at 0.6%.

HWVIX portfolio concentration is well-diversified, with the top 10 representing 5.8% of total assets. The largest sector exposure is Financials at 29.8%.

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