WVMRX Mutual Fund

WVMRX Mutual Fund

NAV$13.87
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Showing the top 10 of 56 holdings · as of Mar 31, 2026
Top 10 weight
24.14%
WVMRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
KEX
Kirby CorpIndustrials · Marine Transportation
2.90%		2.9%296$39.3KIndustrialsMarine Transportation
2
GMED
Globus Medical, Inc. (Class A)Health Care · Healthcare Equip.
2.69%		5.6%424$36.5KHealth CareHealthcare Equip.
Share changes, sector and industry · Pro
3
ETR
Entergy Corp.
2.63%		8.2%318$35.7K
4—Stmicroelectronics N.v.
2.42%		10.6%952$32.9K
5
STT
State Street Corp.
2.34%		13.0%251$31.8K
6
PSX
Phillips 66
2.33%		15.3%174$31.7K
7
TKR
Timken Co
2.28%		17.6%308$31.0K
8—Toll Bros Inc
2.23%		19.8%222$30.3K
9
PPL
Ppl Corp
2.19%		22.0%777$29.7K
10
ESI
Element Solutions Inc
2.13%		24.1%847$28.9K
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Themes in the top 10
Supply ChainEnergy SecurityEnergy TransitionInfrastructureMedical DevicesGlobal BankingAsset ManagementMarket InfrastructureETF ProvidersInvestment TechnologyManufacturingRobotics & AutomationElectric VehiclesUrbanizationConsumer Spending

WVMRX Mutual Fund Top Holdings

WVMRX holdings top 10 positions. The top 10 holdings account for 24.1% of the fund, led by Kirby Corp at 2.9%, Globus Medical, Inc. (class A) at 2.7%, Entergy Corp. at 2.6%.

WVMRX portfolio concentration is well-diversified, with the top 10 representing 24.1% of total assets. The largest sector exposure is Industrials at 17.3%.

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