WESWX Mutual Fund

WESWX Mutual Fund

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Showing the top 10 of 53 holdings · as of Mar 31, 2026
Top 10 weight
25.13%
WESWX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
2.99%		3.0%5,424$1.13MConsumer Disc.Internet
2
NEE
Nextera Energy IncUtilities · Electric Utilities
2.68%		5.7%10,920$1.01MUtilitiesElectric Utilities
Share changes, sector and industry · Pro
3
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
2.52%		8.2%1,985$951.2K
4
TMO
Thermo Fisherscientific Inc.
2.52%		10.7%1,941$954.1K
5—Rb
2.46%		13.2%9,692$929.0K
6—Alphabet Inc.Class A
2.44%		15.6%3,201$920.5K
7
JNJ
Johnson & Johnson -
2.39%		18.0%3,688$901.5K
8
CSX
Csx Corp.
2.38%		20.4%21,881$898.2K
9
HD
The Home Depot Inc
2.38%		22.8%2,731$898.2K
10
XOM
Exxon Mobil Corp.
2.37%		25.1%5,272$894.4K
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsClean EnergyClimate SolutionsEnergy TransitionInfrastructureEnergy SecurityAsset ManagementMarket InfrastructureGlobal BankingDerivatives TradingLife Sciences Tools

WESWX Mutual Fund Top Holdings

WESWX holdings top 10 positions. The top 10 holdings account for 25.1% of the fund, led by Amazon.Com Inc at 3.0%, Nextera Energy Inc at 2.7%, Berkshire Hathaway Inc Brk/B Us Equity at 2.5%.

WESWX portfolio concentration is well-diversified, with the top 10 representing 25.1% of total assets. The largest sector exposure is Financials at 17.6%.

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