WSACX Mutual Fund
NAV$35.94
AUM$77M
TER1.34%
Holdings41
WSACX Mutual Fund
NAV$35.94
Wellington Shields All-Cap Fund Institutional Class
AUM$77M
TER1.34%
Holdings41

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Showing 10 of 41 holdings(as of Feb 28, 2026)Top 10 Weight: 42.03%
WSACX Mutual Fund Top Holdings
WSACX holdings top 10 positions. The top 10 holdings account for 42.0% of the fund, led by Alphabet Inc Common Stock USD 0.001 at 5.4%, Nvidia Corp. at 5.0%, Bloom Energy Class A Corp at 4.9%.
WSACX portfolio concentration is moderate, with the top 10 representing 42.0% of total assets. The largest sector exposure is Information Technology at 20.4%.
WSACX sector allocation provides a detailed breakdown. WSACX overlap tool shows how holdings compare to other funds in your portfolio.