IWEDX Mutual Fund

IWEDX Mutual Fund

NAV$15.63
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Showing the top 10 of 67 holdings · as of Feb 28, 2026
Top 10 weight
31.12%
IWEDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
CVX
Chevron CorpEnergy · Oil & Gas
5.01%		5.0%434,830$81.21MEnergyOil & Gas
2
GOOG
Alphabet Inc. CComm. Services · Interactive Media
4.54%		9.6%235,812$73.52MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
PG
Procter & Gamble Company
3.56%		13.1%345,239$57.72M
4
DUK
Duke Energy Corp
2.90%		16.0%359,494$47.04M
5
KO
Coca Cola Co.
2.67%		18.7%529,804$43.21M
6
AMZN
Amazon.com Inc
2.63%		21.3%203,179$42.67M
7
CSCO
Cisco Systems Inc.
2.51%		23.8%511,094$40.61M
8
PFE
Pfizer Inc
2.47%		26.3%1,444,494$39.94M
9
BA
Boeing Co
2.43%		28.7%173,015$39.37M
10
BAC
Bank Of America Corp.
2.40%		31.1%781,137$38.92M
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Themes in the top 10
Energy SecurityEnergy TransitionClean EnergyClimate SolutionsEnvironmental SolutionsArtificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingInfrastructureSustainable MaterialsHealth & WellnessSocial ImpactNetworking Infrastructure

IWEDX Mutual Fund Top Holdings

IWEDX holdings top 10 positions. The top 10 holdings account for 31.1% of the fund, led by Chevron Corp at 5.0%, Alphabet Inc. C at 4.5%, Procter & Gamble Company at 3.6%.

IWEDX portfolio concentration is moderate, with the top 10 representing 31.1% of total assets. The largest sector exposure is Financials at 14.2%.

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