IWEDX Mutual Fund

IWEDX Mutual Fund

NAV$15.33
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Showing the top 10 of 77 holdings · as of Aug 31, 2026
Top 10 weight
33.98%
IWEDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
7.09%		7.1%707,195$183.71MConsumer Disc.Internet
2
MSFT
Microsoft CorpInfo Tech · Software
5.49%		12.6%280,517$142.30MInfo TechSoftware
Sector and industry · Pro
3
JPM
JPMorgan Chase
4.34%		16.9%315,797$112.43M
4
CVX
Chevron Corp
2.75%		19.7%345,240$71.17M
5
AAPL
Apple, Inc
2.66%		22.3%218,030$69.08M
6
KO
Coca Cola Co.
2.44%		24.8%713,478$63.26M
7
MRK
Merck & Company Inc
2.36%		27.1%414,911$61.31M
8
PM
Philip Morris International Inc.
2.33%		29.5%322,078$60.33M
9
WELL
Welltower, Inc.
2.30%		31.8%252,434$59.64M
10
STT
State Street Corp.
2.22%		34.0%301,377$57.68M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsCybersecurityData & AnalyticsNetworking InfrastructureGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEnergy SecurityEnergy Transition

IWEDX Mutual Fund Top Holdings

IWEDX holdings top 10 positions. The top 10 holdings account for 34.0% of the fund, led by Amazon.Com Inc at 7.1%, Microsoft Corp at 5.5%, Jpmorgan Chase at 4.3%.

IWEDX portfolio concentration is moderate, with the top 10 representing 34.0% of total assets. The largest sector exposure is Financials at 19.4%.

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