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WCSC

The Wealth Company Mutual Fund As of 2026-06-30
Holdings
58
Well diversified
Top 10 weight
28%
Concentration
Active share
-
Style
Equity
89%
Asset allocation

Portfolio

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

Market-cap allocation

Large cap5%
Mid cap15%
Small cap69%

Asset allocation

Equity89%
Gold2%

Top holdings

CCILCASH_EQUIVALENT
8.3%
2.2%

AI Smart summary

Pros

  • Well-diversified across 58 holdings.
  • Low top-10 concentration (28%).

Cons

  • Small-cap heavy (69%) - higher volatility.

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.

Electrical Equipment10.7%
Pharmaceuticals & Biotechnology7.4%
Auto Components7.0%
Consumer Durables6.7%
Retailing5.6%
Healthcare Services5.3%
Industrial Products5.2%
Finance4.8%
Capital Markets4.4%
Leisure Services4.3%
Aerospace & Defense4.0%
Automobiles4.0%
Banks3.3%
Industrial Manufacturing2.8%