WSMVX Mutual Fund

WSMVX Mutual Fund

NAV$31.16
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Showing the top 10 of 699 holdings · as of Jul 31, 2026
Top 10 weight
13.75%
WSMVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtUs Bank Mmda - Usbgfs
1.61%		1.6%407,479$407.5K--
2—Triumph Bancorp IncFinancials · Thrifts
1.59%		3.2%5,285$401.3KFinancialsThrifts
Sector and industry · Pro
3
RHP
Ryman Hospitality Properties
1.51%		4.7%2,846$380.4K
4
AMEH
Apollo Medical Holdings Inc
1.49%		6.2%10,577$376.1K
5
RRR
Red Rock Resorts, Inc. Class A
1.44%		7.6%5,634$363.1K
6
DCO
Ducommun Inc
1.39%		9.0%1,954$349.8K
7
UFPT
Ufp Technologies Inc
1.21%		10.2%1,195$304.5K
8
OZK
Bank Ozk
1.19%		11.4%5,835$299.3K
9
MGY
Magnolia Oil & Gas Corp
1.19%		12.6%11,640$299.3K
10
MLAB
Mesa Labs Inc
1.13%		13.8%2,838$286.1K
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Themes in the top 10
InfrastructureConstruction TechManufacturingUrbanizationEnvironmental SolutionsEnergy SecurityEnergy TransitionInflation ProtectionDigital HealthBiotechnologyPharmaceuticalsDigital EntertainmentConsumer SpendingVideo GamingPropTech

WSMVX Mutual Fund Top Holdings

WSMVX holdings top 10 positions. The top 10 holdings account for 13.8% of the fund, led by Us Bank Mmda - Usbgfs 7 06/01/2031 at 1.6%, Triumph Bancorp Inc at 1.6%, Ryman Hospitality Properties at 1.5%.

WSMVX portfolio concentration is well-diversified, with the top 10 representing 13.8% of total assets. The largest sector exposure is Financials at 24.7%.

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