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WFINX Mutual Fund Holdings Information

Holdings Count
504
Total Assets
1.35B
Top 10 Percentage
36.08%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
504 Holdings
504 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
7.23%
$97.58M
$4.33T
46.78%
36 Buy
2 Hold
1 Sell
Strong Buy
Microsoft
6.94%
$93.63M
$3.80T
19.49%
34 Buy
1 Hold
0 Sell
Strong Buy
Apple Inc
5.75%
$77.61M
$3.79T
12.15%
18 Buy
14 Hold
2 Sell
Moderate Buy
Amazon.Com, Inc.
3.89%
$52.50M
$2.34T
16.92%
43 Buy
0 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.01%
$40.59M
$1.87T
31.09%
41 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.43%
$32.83M
$1.58T
93.72%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
1.92%
$25.98M
$2.99T
50.38%
30 Buy
8 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
1.67%
$22.56M
$1.08T
9.30%
2 Buy
1 Hold
0 Sell
Moderate Buy
Tesla Motors
1.67%
$22.54M
$1.46T
69.08%
15 Buy
12 Hold
8 Sell
Hold
Alphabet Inc. Class C
1.56%
$21.09M
$2.99T
49.54%
14 Buy
1 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

34.33%Technology13.69%Financial10.55%Consumer Cyclical9.80%Communication Services9.33%Healthcare7.34%Industrials5.50%Consumer Defensive2.91%Energy2.40%Utilities2.05%Real Estate1.67%Basic Materials0.30%General0.15%Services34.33%Technology
Technology
34.33%
Financial
13.69%
Consumer Cyclical
10.55%
Communication Services
9.80%
Healthcare
9.33%
Industrials
7.34%
Consumer Defensive
5.50%
Energy
2.91%
Utilities
2.40%
Real Estate
2.05%
Basic Materials
1.67%
General
0.30%
Services
0.15%

Countries Breakdown

99.82%United States99.82%United States
United States
99.82%

Breakdown By Smart Score

17.74%Outperform1020.72%Outperform921.83%Outperform820.01%Neutral79.18%Neutral63.87%Neutral53.01%Neutral42.65%Underperform30.77%Underperform20.20%Underperform18
The weighted average smart score of the WFINX Mutual Fund is 8
10
17.74%
9
20.72%
8
21.83%
7
20.01%
6
9.18%
5
3.87%
4
3.01%
3
2.65%
2
0.77%
1
0.20%

WFINX Mutual Funds FAQ

What are Mutual Funds WFINX’s top 3 holdings?
WFINX’s top 3 holdings are NVDA, MSFT, AAPL.
    What is Mutual Funds WFINX’s holdings count?
    Mutual Funds WFINX’s is holdings 504 different assets.
      What are the total assets of Mutual Funds WFINX?
      Mutual Funds WFINX’s total assets are 1.35B.
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