WVMRX Mutual Fund

NAV$13.68
Showing 10 of 56 holdings(as of Mar 31, 2026)Top 10 Weight: 24.14%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1KEXKirby Corp2.90%296$39.3K••••••••••••••••••••••
2GMEDGlobus Medical, Inc. (class A)2.69%424$36.5K••••••••••••••••••••••
3ETREntergy Corp.2.63%318$35.7K••••••••••••••••••••••
4STM:ASStmicroelectronics N.v. Ny Shs-each Repr 1 Ord Eur1.042.42%952$32.9K••••••••••••••••••••••
5STTState Street Corp.2.34%251$31.8K••••••••••••••••••••••
6PSXPhillips 662.33%174$31.7K••••••••••••••••••••••
7TKRTimken Co2.28%308$31.0K••••••••••••••••••••••
8TOLToll Brothers Inc2.23%222$30.3K••••••••••••••••••••••
9PPLPpl Corporation2.19%777$29.7K••••••••••••••••••••••
10ESIElement Solutions Inc2.13%847$28.9K••••••••••••••••••••••
Want to see all 56 holdings?View All HoldingsPRO

Top Holdings Themes

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 15.2%.

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