WVMRX Mutual Fund

WVMRX Mutual Fund

NAV$13.09
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Showing the top 10 of 57 holdings · as of Aug 31, 2026
Top 10 weight
25.30%
WVMRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—USD
5.21%		5.2%81,920$81.9K--
2—Toll Bros IncConsumer Disc. · Household Durables
2.36%		7.6%258$37.0KConsumer Disc.Household Durables
Sector and industry · Pro
3
WEX
Wex Inc.
2.33%		9.9%192$36.6K
4
ALSN
Allison Transmission Holdings Inc.
2.26%		12.2%283$35.6K
5
DCI
Donaldson Co Inc
2.26%		14.4%391$35.5K
6—Willis Towers Watson Plc Ordinary Shares
2.24%		16.7%104$35.2K
7
ESI
Element Solutions Inc
2.23%		18.9%984$35.0K
8
USFD
US Foods Holding Corp
2.21%		21.1%331$34.7K
9
KEX
Kirby Corp
2.11%		23.2%234$33.2K
10
REG
Regency Centers Corp.
2.09%		25.3%439$32.8K
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Themes in the top 10
UrbanizationConsumer SpendingInfrastructureConstruction TechPaymentsDigital BankingLending & CreditData & AnalyticsChanging WorkManufacturingElectric TransportationElectric VehiclesSupply ChainRobotics & AutomationEnvironmental Solutions

WVMRX Mutual Fund Top Holdings

WVMRX holdings top 10 positions. The top 10 holdings account for 25.3% of the fund, led by USD at 5.2%, Toll Bros Inc at 2.4%, Wex Inc. at 2.3%.

WVMRX portfolio concentration is well-diversified, with the top 10 representing 25.3% of total assets. The largest sector exposure is Industrials at 16.1%.

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