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VWELX Holdings List NMFQS:VWELX

Allocation--50% to 70% Equity | Vanguard
$44.99
↓ $-0.23 (-0.51%)
Last Updated: Mar 20, 2026

VWELX Holdings

Name Weight Owned Change
APPLE INC 4.96% - -
MICROSOFT CORP 4.80% - -
NVIDIA CORP 5.48% - -
ALPHABET INC-A 4.58% - -
AMAZON.COM INC 3.19% - -
UNITEDHEALTH GRP 2.05% - -
JPMORGAN CHASE 1.34% - -
WELLS FARGO CO 1.91% - -
BROADCOM INC 2.45% - -
META PLATFORMS-A 1.67% - -
ELI LILLY CO 1.29% - -
NASDAQ INC 1.20% - -

Asset Allocation

Bond 33.61%
Cash 0.65%
Non US Stock 4.45%
Not Classified 0.00%
Other 0.00%
US Stock 61.30%

Market Cap

AverageMarketCap 485770.39%
Giant 32.89%
Large 20.14%
Medium 12.46%
Micro 0.04%
Small 0.14%

Sector Weights

Cash and Equivalents 2.83%
Corporate 2.83%
Derivative 2.83%
Government 2.83%
Municipal 2.83%
Securitized 2.83%
Basic Materials 2.14%
Consumer Cyclical 11.62%
Financial Services 12.55%
Real Estate 2.18%
Consumer Defensive 3.89%
Healthcare 11.20%
Utilities 2.83%
Communication Services 10.64%
Energy 3.29%
Industrials 6.83%
Technology 32.83%

World Regions

Latin America 0.00%
North America 93.46%
Asia Developed 0.00%
Asia Emerging 0.00%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.00%
Europe Developed 1.89%
Europe Emerging 0.00%
United Kingdom 4.65%