The Wealth Company Large & Mid Cap Fund
The Wealth Company Mutual Fund
As of 2026-06-30
Holdings
52
Well diversified
Top 10 weight
31%
Concentration
Strategy data
N/A
Not reported
Equity
94%
Asset allocation
Portfolio
23Sectors
1Large positions
12.7%Top: Banks
6.3%Cash
Market-cap allocation
Large cap36%
Mid cap36%
Small cap18%
Asset allocation
Equity94%
Cash6%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 94% equity, 6% cash.
- 52 disclosed positions across 23 classified equity sectors.
- Largest equity sector is Banks at 12.7% of the portfolio.
- Top 10 positions account for 31%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.7%
8.7%
8.6%
7.4%
5.7%
4.9%
4.5%
4.5%
4.3%
4.0%
3.8%
3.4%
2.9%
2.7%
Other 9 sectors15.6%
2.1%
2.1%
2.0%
2.0%
2.0%
1.7%
1.5%
1.3%
1.0%