FWMIX Mutual Fund

FWMIX Mutual Fund

NAV$68.30
See how much of FWMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 204 holdings · as of Jun 30, 2026
Top 10 weight
29.70%
FWMIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AVGO
Broadcom IncInfo Tech · Semiconductors
6.41%		6.4%37,150,745$14.03BInfo TechSemiconductors
2DebtMicrosoft CorpInfo Tech · Software
3.93%		10.3%23,075,767$8.61BInfo TechSoftware
Sector and industry · Pro
3
PM
Philip Morris International Inc.
3.67%		14.0%44,395,893$8.03B
4
AAPL
Apple, Inc
3.12%		17.1%23,608,721$6.83B
5
CMQXX
Capital Group Central Cash Fund
2.82%		19.9%61,688,327$6.17B
6
KLAC
KLA Corp
2.53%		22.5%18,364,835$5.54B
7
LLY
Eli Lilly & Co.
2.05%		24.5%3,737,802$4.48B
8
WELL
Welltower, Inc.
1.75%		26.3%16,900,404$3.84B
9—Alphabet Inc.Class A
1.74%		28.0%10,671,880$3.81B
10
UNH
Unitedhealth Group Inc
1.68%		29.7%8,854,811$3.68B
More holdings · Pro
FundXLS Pro
See the other 194 holdings of FWMIX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
SemiconductorsCloud ComputingNetworking InfrastructureArtificial IntelligenceCybersecurityData & AnalyticsHealth & WellnessGovernance & EthicsGlobal BankingDigital BankingInternet & DigitalRobotics & AutomationManufacturingPharmaceuticalsBiotechnology

FWMIX Mutual Fund Top Holdings

FWMIX holdings top 10 positions. The top 10 holdings account for 29.7% of the fund, led by Broadcom Inc at 6.4%, Microsoft Corp 4.100 Feb 06 37 at 3.9%, Philip Morris International Inc. at 3.7%.

FWMIX portfolio concentration is well-diversified, with the top 10 representing 29.7% of total assets. The largest sector exposure is Information Technology at 23.7%.

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