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WCLM

The Wealth Company Mutual Fund As of 2026-06-30
Holdings
52
Well diversified
Top 10 weight
31%
Concentration
Active share
-
Style
Equity
94%
Asset allocation

Portfolio

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

Market-cap allocation

Large cap36%
Mid cap36%
Small cap18%

Asset allocation

Equity94%

Top holdings

Net Receivable/PayableCASH_EQUIVALENT
4.0%
BSE LtdEQUITY
3.0%

AI Smart summary

Pros

  • Well-diversified across 52 holdings.
  • Low top-10 concentration (31%).

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.

Banks12.7%
Pharmaceuticals & Biotechnology8.7%
Capital Markets8.6%
Electrical Equipment7.4%
Auto Components5.7%
Finance4.9%
Retailing4.5%
Healthcare Services4.5%
Chemicals & Petrochemicals4.3%
Beverages4.0%
Automobiles3.8%
Industrial Manufacturing3.4%
Leisure Services2.9%
Construction2.7%