WEMCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	CVLT	Commvault Systems, Inc.	3.06%	52,590
2	WFFXX	Allspring Funds Trust - Allspring Government Money Market Fund	2.76%	9,022,891
3	CWST	Casella Waste Systems, Inc.	2.59%	77,775
4	AIT	Applied Industrial Technologies, Inc.	2.25%	27,040
5	TLN	Talen Energy Corporation	2.17%	18,781
6	HQY	HealthEquity, Inc.	2.08%	70,163
7	RBC	RBC Bearings Incorporated	2.08%	17,508
8	IRTC	iRhythm Technologies, Inc.	2.07%	48,198
9	RDNT	RadNet, Inc.	2.04%	121,969
10	ENSG	The Ensign Group, Inc.	1.92%	41,765
11	VRNS	Varonis Systems, Inc.	1.87%	109,380
12	ROAD	Construction Partners, Inc.	1.86%	60,212
13	CECO	CECO Environmental Corp.	1.80%	130,711
14	AMSC	American Superconductor Corporation	1.79%	102,862
15	CWAN	Clearwater Analytics Holdings, Inc.	1.75%	282,104
16	LLYVK	Liberty Live Group	1.73%	67,105
17	FOUR	Shift4 Payments, Inc.	1.73%	54,728
18	BROS	Dutch Bros Inc.	1.72%	94,544
19	MIR	Mirion Technologies, Inc.	1.67%	244,145
20	FN	Fabrinet	1.65%	16,631
21	VRNA	Verona Pharma plc	1.60%	49,698
22	AGX	Argan, Inc.	1.58%	21,017
23	ESAB	ESAB Corporation	1.56%	37,951
24	WING	Wingstop Inc.	1.56%	13,459
25	KTOS	Kratos Defense & Security Solutions, Inc.	1.47%	81,692

Showing 25 of 78 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	96.80%
Cash	3.20%