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The Wealth Company Mutual Fund — scheme portfolios

24 schemes from The Wealth Company Mutual Fund with monthly portfolio holdings on file. Open a scheme to see the stocks it holds and how its positions changed.

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The Wealth Company Multi Asset Allocation Fund
74 holdings
The Wealth Company Multi Asset Allocation Fund - Sep 30, 2026\n
73 holdings
The Wealth Company Small Cap Fund
59 holdings
The Wealth Company Small Cap Fund - Sep 30, 2026\n
59 holdings
The Wealth Company Balanced Advantage Fund
57 holdings

Showing 5 of 24 The Wealth Company Mutual Fund schemes (largest portfolios first). Access all 24 schemes via the API →

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The full scheme list and every portfolio, month by month, via one REST API call.

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