WMKTX Mutual Fund

WMKTX Mutual Fund

NAV$13.85
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Showing the top 10 of 19 holdings · as of Jun 30, 2026
Top 10 weight
79.87%
WMKTX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AGG
Ishares Core U.s. AggregateFinancials · Capital Markets
14.41%		14.4%75,652$7.49MFinancialsCapital Markets
2DebtIshares Iboxx $ Invest Grade Corp Bond ETF (lqd)Financials · Capital Markets
14.32%		28.7%68,220$7.44MFinancialsCapital Markets
Sector and industry · Pro
3
MGV
Vanguard Mega Cap Value ETF
8.91%		37.6%28,341$4.63M
4
ACWX
Ishares Msci Acwi Ex US ETF
8.15%		45.8%55,613$4.23M
5
IWM
Ishares Russell 2000 Index ETF
6.69%		52.5%11,570$3.48M
6
CMDY
Ishares Bloomberg Roll Select Commodity Strategy Etf
6.45%		58.9%60,700$3.35M
7
GLD
Spdr Gold Trust-etf
6.37%		65.3%8,986$3.31M
8DebtVanguard Short-term Corporate Bond ETF
5.22%		70.5%34,300$2.71M
9
IJR
IShares Core S&P Small Cap ETF
4.85%		75.4%17,000$2.52M
10
RSP
Invesco S&P 500 Equal Weight Etf (Rsp)
4.50%		79.9%11,000$2.34M
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Themes in the top 10
Interest RatesAsset ManagementETF ProvidersInflation ProtectionInvestment TechnologyConsumer Spending

WMKTX Mutual Fund Top Holdings

WMKTX holdings top 10 positions. The top 10 holdings account for 79.9% of the fund, led by Ishares Core U.s. Aggregate at 14.4%, Ishares Iboxx $ Invest Grade Corp Bond ETF (lqd) at 14.3%, Vanguard Mega Cap Value ETF at 8.9%.

WMKTX portfolio concentration is relatively high, with the top 10 representing 79.9% of total assets. The largest sector exposure is Financials at 66.1%.

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