WAUSX Mutual Fund

WAUSX Mutual Fund

NAV$13.61
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Showing the top 10 of 34 holdings · as of Jun 30, 2026
Top 10 weight
41.32%
WAUSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
HQY
Healthequity IncHealth Care · Health Care Technology
6.19%		6.2%11,715$1.06MHealth CareHealth Care Technology
2
SN
Sharkninja IncConsumer Disc. · Household Durables
4.90%		11.1%5,498$837.2KConsumer Disc.Household Durables
Sector and industry · Pro
3
AME
Ametek Inc
4.01%		15.1%2,834$685.7K
4
ULS
Ul Solutions Inc
3.95%		19.1%6,635$675.8K
5
AAON
Aaon, Inc.
3.88%		22.9%5,224$662.7K
6
HEI
Heico Corp. Cl. A
3.84%		26.8%2,547$656.9K
7
PJT
Pjt Partners Inc
3.65%		30.4%4,129$623.2K
8
WST
West Pharmaceutical Services Inc
3.65%		34.1%1,739$624.3K
9
RBC
Rbc Bearings Inc
3.64%		37.7%965$621.5K
10
NOVT
Novanta Inc.
3.61%		41.3%3,802$616.8K
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Themes in the top 10
PaymentsDigital BankingInvestment TechnologyInternet & DigitalSupply ChainConsumer SpendingData & AnalyticsArtificial IntelligenceManufacturingNetworking InfrastructureGovernance & EthicsEnvironmental SolutionsRegulatory TechnologyValue RetailTelecom Infrastructure

WAUSX Mutual Fund Top Holdings

WAUSX holdings top 10 positions. The top 10 holdings account for 41.3% of the fund, led by Healthequity Inc at 6.2%, Sharkninja Inc at 4.9%, Ametek Inc at 4.0%.

WAUSX portfolio concentration is moderate, with the top 10 representing 41.3% of total assets. The largest sector exposure is Information Technology at 28.3%.

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