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WFINX Mutual Fund Holdings Information

Holdings Count
503
Total Assets
1.36B
Top 10 Percentage
35.95%
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503 Holdings
503 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
7.47%
$101.26M
―
$5.48T
21.97%
31 Buy
0 Hold
0 Sell
Strong Buy
―
Apple Inc
6.56%
$89.03M
―
$4.81T
30.37%
15 Buy
11 Hold
4 Sell
Moderate Buy
―
Microsoft
4.84%
$65.68M
―
$3.78T
-1.31%
34 Buy
1 Hold
0 Sell
Strong Buy
―
Amazon.Com, Inc.
3.58%
$48.61M
―
$2.66T
12.93%
39 Buy
2 Hold
0 Sell
Strong Buy
―
Alphabet Inc. Class A
2.95%
$40.00M
―
$4.15T
40.50%
24 Buy
4 Hold
0 Sell
Strong Buy
―
Broadcom Inc.
2.59%
$35.06M
―
$1.70T
5.34%
27 Buy
3 Hold
0 Sell
Strong Buy
―
Alphabet Inc. Class C
2.36%
$32.05M
―
$4.15T
38.77%
11 Buy
1 Hold
0 Sell
Strong Buy
―
Meta Platforms, Inc.
2.20%
$29.90M
―
$1.88T
1.09%
39 Buy
6 Hold
0 Sell
Strong Buy
―
Tesla, Inc.
1.84%
$24.98M
―
$1.39T
-22.78%
12 Buy
12 Hold
2 Sell
Moderate Buy
―
Berkshire Hathaway B
1.55%
$21.00M
―
$966.94B
-0.05%
1 Buy
1 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

31.50%Technology12.01%Financial9.16%General9.09%Consumer Cyclical8.82%Healthcare7.49%Communication Services6.98%Industrials5.16%Consumer Defensive3.91%Energy2.50%Utilities1.72%Basic Materials1.66%Real Estate31.50%Technology
Technology
31.50%
Financial
12.01%
General
9.16%
Consumer Cyclical
9.09%
Healthcare
8.82%
Communication Services
7.49%
Industrials
6.98%
Consumer Defensive
5.16%
Energy
3.91%
Utilities
2.50%
Basic Materials
1.72%
Real Estate
1.66%

Countries Breakdown

99.87%United States99.87%United States
United States
99.87%

Breakdown By Smart Score

17.38%Outperform1030.82%Outperform912.57%Outperform819.12%Neutral77.98%Neutral63.31%Neutral53.52%Neutral43.54%Underperform31.16%Underperform20.60%Underperform18
The weighted average smart score of the WFINX Mutual Fund is 8
10
17.38%
9
30.82%
8
12.57%
7
19.12%
6
7.98%
5
3.31%
4
3.52%
3
3.54%
2
1.16%
1
0.60%

WFINX Mutual Funds FAQ

What are Mutual Funds WFINX’s top 3 holdings?
WFINX’s top 3 holdings are NVDA, AAPL, MSFT.
    What is Mutual Funds WFINX’s holdings count?
    Mutual Funds WFINX’s is holdings 503 different assets.
      What are the total assets of Mutual Funds WFINX?
      Mutual Funds WFINX’s total assets are 1.36B.
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