WSTRX Mutual Fund

NAV$66.52
Showing 10 of 38 holdings(as of Mar 31, 2026)Top 10 Weight: 50.82%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1NVDANvidia Corp8.07%2,868,737$500.31M-Information TechnologySemiconductors & Semiconductor Equipment
2STXSeagate Technology Plc7.30%1,154,496$452.29M-366.5KInformation TechnologyTechnology Hardware, Storage & Peripherals
3TSM:TWTaiwan Semi. Mfg. Co., Adr5.99%1,098,482$371.23MProProPro
4LRCXLam Research Corp5.10%1,479,172$316.04MProProPro
5METAMeta Platforms, Inc.4.51%488,906$279.72MProProPro
6AMZNAmazon.Com Inc4.24%1,263,451$263.14MProProPro
7AVGOBroadcom Inc4.14%829,255$256.66MProProPro
8MSFTMicrosoft Corp 4.100 Feb 06 374.03%674,884$249.82MProProPro
9AMDAdvanced Micro Devices Inc.3.88%1,183,685$240.80MProProPro
10TXNTexas Instruments Incorporated3.56%1,136,229$220.59MProProPro
See the other 28 holdings of WSTRX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
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Top Holdings Themes

Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureRobotics & AutomationEmerging TechDigital AdvertisingMillennials & Gen ZCybersecurityData & Analytics5G Infrastructure

WSTRX Mutual Fund Top Holdings

WSTRX holdings top 10 positions. The top 10 holdings account for 50.8% of the fund, led by Nvidia Corp at 8.1%, Seagate Technology Plc at 7.3%, Taiwan Semi. Mfg. Co., Adr at 6.0%.

WSTRX portfolio concentration is relatively high, with the top 10 representing 50.8% of total assets. The largest sector exposure is Information Technology at 56.2%.

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