WVMRX Mutual Fund

WVMRX Mutual Fund

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Showing the top 10 of 57 holdings · as of Jul 31, 2026
Top 10 weight
23.08%
WVMRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
PSX
Phillips 66Energy · Oil & Gas
2.73%		2.7%202$42.8KEnergyOil & Gas
2—Toll Bros IncConsumer Disc. · Household Durables
2.41%		5.1%258$37.6KConsumer Disc.Household Durables
Sector and industry · Pro
3
DCI
Donaldson Co Inc
2.36%		7.5%391$36.8K
4
ESI
Element Solutions Inc
2.31%		9.8%984$36.1K
5
WEX
Wex Inc.
2.30%		12.1%192$35.9K
6
EWBC
East West Bancorp, Inc.
2.29%		14.4%273$35.8K
7
REG
Regency Centers Corp.
2.25%		16.6%439$35.2K
8—Willis Towers Watson Plc Ordinary Shares
2.23%		18.9%104$34.9K
9
USFD
US Foods Holding Corp
2.13%		21.0%331$33.3K
10
ALSN
Allison Transmission Holdings Inc.
2.07%		23.1%283$32.4K
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Themes in the top 10
Energy SecurityEnergy TransitionUrbanizationConsumer SpendingInfrastructureConstruction TechManufacturingEnvironmental SolutionsSupply ChainSustainable MaterialsSemiconductorsPaymentsDigital BankingLending & CreditData & Analytics

WVMRX Mutual Fund Top Holdings

WVMRX holdings top 10 positions. The top 10 holdings account for 23.1% of the fund, led by Phillips 66 at 2.7%, Toll Bros Inc at 2.4%, Donaldson Co Inc at 2.4%.

WVMRX portfolio concentration is well-diversified, with the top 10 representing 23.1% of total assets. The largest sector exposure is Industrials at 16.5%.

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