LGWCX Mutual Fund

NAV$19.26
Showing 10 of 12 holdings(as of Mar 31, 2026)Top 10 Weight: 93.19%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1SCHVSchwab U.S. Large-cap Value ETF26.64%1,171,826$35.74M-FinancialsCapital Markets
2SCHGSchwab U.s. Large-cap Growth Etf20.55%946,658$27.58M-FinancialsCapital Markets
3WTVWisdomtree Emg Mkt Eq Incm Etf Fund9.13%129,328$12.25MProProPro
4AVUVAvantis U.S. Small Cap Value ETF7.40%89,924$9.93MProProPro
5IWPIshares Russell Mid-cap Growth ETF5.43%56,816$7.28MProProPro
6XSMOInvesco S&P SmallCap Momentum ETF5.16%90,994$6.92MProProPro
7FIENXFidelity Covington Trustfidelity Enhanced International Etf5.06%182,600$6.79MProProPro
8GTOInvesco Total Return Bond ETF4.97%142,420$6.67MProProPro
9HELOJpmorgan Hedged Equity Laddered Overlay Etf4.84%101,580$6.49MProProPro
10BIVVanguard Intermediate-Term B4.01%69,651$5.38MProProPro
See the other 2 holdings of LGWCX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Top Holdings Themes

ETF ProvidersAsset ManagementGlobal BankingInvestment TechnologyInterest RatesConsumer SpendingArtificial IntelligenceSemiconductorsCloud ComputingCybersecurityNetworking Infrastructure

LGWCX Mutual Fund Top Holdings

LGWCX holdings top 10 positions. The top 10 holdings account for 93.2% of the fund, led by Schwab U.S. Large-cap Value ETF at 26.6%, Schwab U.s. Large-cap Growth Etf at 20.6%, Wisdomtree Emg Mkt Eq Incm Etf Fund at 9.1%.

LGWCX portfolio concentration is relatively high, with the top 10 representing 93.2% of total assets. The largest sector exposure is Financials at 55.5%.

LGWCX sector allocation provides a detailed breakdown. LGWCX overlap tool shows how holdings compare to other funds in your portfolio.