WIMVX Mutual Fund

WIMVX Mutual Fund

NAV$13.50
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Showing the top 10 of 53 holdings · as of Aug 31, 2026
Top 10 weight
31.77%
WIMVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
4.38%		4.4%7,074$1.56MInfo TechSemiconductors
2
MSFT
Microsoft CorpInfo Tech · Software
4.31%		8.7%3,024$1.53MInfo TechSoftware
Sector and industry · Pro
3
GOOG
Alphabet Inc. C
3.48%		12.2%3,693$1.24M
4
JPM
JPMorgan Chase
3.25%		15.4%3,251$1.16M
5
AMZN
Amazon.com Inc
2.81%		18.2%3,856$1.00M
6
DIE
D'Ieteren Group Societe Anonyme
2.78%		21.0%4,774$990.8K
7
ATI
Ati Inc
2.72%		23.7%4,740$967.9K
8—Suncor Energy Inc
2.72%		26.4%14,524$970.5K
9
GL
Globe Life Inc.
2.66%		29.1%5,492$948.3K
10
LOTB
Lotus Bakeries
2.66%		31.8%64$948.5K
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPaymentsManufacturing

WIMVX Mutual Fund Top Holdings

WIMVX holdings top 10 positions. The top 10 holdings account for 31.8% of the fund, led by Nvidia Corp at 4.4%, Microsoft Corp at 4.3%, Alphabet Inc. C at 3.5%.

WIMVX portfolio concentration is moderate, with the top 10 representing 31.8% of total assets. The largest sector exposure is Information Technology at 30.9%.

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