WHGLX Mutual Fund

WHGLX Mutual Fund

NAV$13.01
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Showing the top 10 of 60 holdings · as of Jul 31, 2026
Top 10 weight
33.09%
WHGLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
5.73%
5.7%16,144$4.38MConsumer Disc.Internet
2
AAPL
Apple, IncInfo Tech · Tech Hardware
5.10%
10.8%12,633$3.90MInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
4.71%
15.5%7,755$3.60M
4
GOOGL
Alphabet Inc
2.89%
18.4%6,209$2.21M
5
TMO
Thermo Fisherscientific Inc.
2.75%
21.2%3,669$2.11M
6
META
Meta Platforms Inc
2.52%
23.7%3,471$1.93M
7
MS
Morgan Stanley
2.40%
26.1%8,744$1.84M
8
ETR
Entergy Corp.
2.38%
28.5%16,905$1.82M
9
NEE
Nextera Energy Inc
2.33%
30.8%20,539$1.79M
10
MCK
Mckesson Corp.
2.28%
33.1%2,037$1.74M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsSemiconductorsCybersecurityData & AnalyticsNetworking InfrastructureLife Sciences ToolsBiotechnologyMedical DevicesBiotechnology ToolsEmerging TechMillennials & Gen Z

WHGLX Mutual Fund Top Holdings

WHGLX holdings top 10 positions. The top 10 holdings account for 33.1% of the fund, led by Amazon.Com Inc at 5.7%, Apple, Inc at 5.1%, Microsoft Corp at 4.7%.

WHGLX portfolio concentration is moderate, with the top 10 representing 33.1% of total assets. The largest sector exposure is Information Technology at 20.5%.

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