Home / Discover / Fund

WCET

The Wealth Company Mutual Fund As of 2026-06-30
Holdings
47
Concentrated
Top 10 weight
36%
Concentration
Active share
-
Style
Equity
97%
Asset allocation

Portfolio

-Sectors 1High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Large cap35%
Mid cap30%
Small cap32%

Asset allocation

Equity97%

Top holdings

3.4%
3.2%
3.1%

AI Smart summary

Pros

  • Low top-10 concentration (36%).

Cons

  • No major structural red flags.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Industrial Products13.0%
IT - Software12.0%
Electrical Equipment9.1%
Healthcare Services7.7%
Auto Components6.4%
Automobiles4.9%
Banks4.8%
Non - Ferrous Metals4.7%
Consumer Durables3.9%
IT - Services3.5%
Finance3.5%
Agricultural Food & other Products3.2%
Retailing3.1%
Telecom - Services3.0%