WSDAX Mutual Fund
NAV$10.47
AUM$7M
TER0.49%
Holdings149
WSDAX Mutual Fund
NAV$10.47
Westwood Multi-Asset Income Fund Class A
AUM$7M
TER0.49%
Holdings149
See inside every mutual fund you own
$29/moCancel anytime.
Showing 10 of 149 holdings(as of Jan 31, 2026)Top 10 Weight: 19.23%
WSDAX Mutual Fund Top Holdings
WSDAX holdings top 10 positions. The top 10 holdings account for 19.2% of the fund, led by First American Government Obligations Fund at 4.1%, Treasury Bill 0% Mar 24, 2026 at 3.7%, Treasury Bill 0% Mar 19, 2026 at 2.3%.
WSDAX portfolio concentration is well-diversified, with the top 10 representing 19.2% of total assets. The largest sector exposure is Financials at 28.1%.
WSDAX sector allocation provides a detailed breakdown. WSDAX overlap tool shows how holdings compare to other funds in your portfolio.