PWDAX Mutual Fund

PWDAX Mutual Fund

NAV$12.19
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Showing the top 10 of 50 holdings · as of Aug 31, 2026
Top 10 weight
22.90%
PWDAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
PSX
Phillips 66Energy · Oil & Gas
2.57%		2.6%8,909$2.20MEnergyOil & Gas
2
PAYX
Paychex, Inc.Industrials · Professional Services
2.39%		5.0%16,014$2.04MIndustrialsProfessional Services
Sector and industry · Pro
3
TGT
Target Corp
2.38%		7.3%12,650$2.04M
4
HPQ
HP Inc
2.30%		9.6%65,572$1.97M
5
BMY
Bristol-Myers Squibb Co.
2.28%		11.9%29,118$1.95M
6—-
2.28%		14.2%42,415$1.95M
7
STT
State Street Corp.
2.24%		16.4%10,006$1.91M
8
ABBV
AbbVie Inc.
2.16%		18.6%7,197$1.85M
9
CEG
Constellation Energy Corp
2.15%		20.7%6,682$1.84M
10
TSCO
Tractor Supply Co.
2.15%		22.9%52,616$1.84M
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Themes in the top 10
Energy SecurityEnergy TransitionChanging WorkData & AnalyticsInternet & DigitalSocial ImpactCloud ComputingValue RetailConsumer SpendingMillennials & Gen ZArtificial IntelligenceCybersecurityContent DistributionBroadband ServicesGlobal Banking

PWDAX Mutual Fund Top Holdings

PWDAX holdings top 10 positions. The top 10 holdings account for 22.9% of the fund, led by Phillips 66 at 2.6%, Paychex, Inc. at 2.4%, TARGET CORP at 2.4%.

PWDAX portfolio concentration is well-diversified, with the top 10 representing 22.9% of total assets. The largest sector exposure is Financials at 35.7%.

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