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WFIOX 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
$5.44T
26.13%
30 Buy
0 Hold
0 Sell
Strong Buy
Apple Inc
6.56%
$89.03M
$4.61T
39.04%
16 Buy
12 Hold
4 Sell
Moderate Buy
Microsoft
4.84%
$65.68M
$3.67T
-1.74%
33 Buy
1 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.58%
$48.61M
$2.77T
9.58%
39 Buy
1 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
2.95%
$40.00M
$4.12T
38.25%
24 Buy
4 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.59%
$35.06M
$1.75T
-1.40%
27 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.36%
$32.05M
$4.12T
37.08%
11 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.20%
$29.90M
$1.56T
-13.07%
37 Buy
6 Hold
0 Sell
Strong Buy
Tesla, Inc.
1.84%
$24.98M
$1.45T
5.76%
11 Buy
13 Hold
3 Sell
Moderate Buy
Berkshire Hathaway B
1.55%
$21.00M
$973.25B
3.40%
1 Buy
1 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

31.38%Technology13.50%General11.91%Financial9.04%Consumer Cyclical8.70%Healthcare6.71%Industrials5.25%Communication Services5.13%Consumer Defensive2.64%Energy2.41%Utilities1.72%Basic Materials1.61%Real Estate31.38%Technology
Technology
31.38%
General
13.50%
Financial
11.91%
Consumer Cyclical
9.04%
Healthcare
8.70%
Industrials
6.71%
Communication Services
5.25%
Consumer Defensive
5.13%
Energy
2.64%
Utilities
2.41%
Basic Materials
1.72%
Real Estate
1.61%

Countries Breakdown

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

Breakdown By Smart Score

23.02%Outperform1017.96%Outperform926.55%Outperform816.17%Neutral76.12%Neutral63.77%Neutral51.83%Neutral42.94%Underperform31.25%Underperform20.38%Underperform18
The weighted average smart score of the WFIOX Mutual Fund is 8
10
23.02%
9
17.96%
8
26.55%
7
16.17%
6
6.12%
5
3.77%
4
1.83%
3
2.94%
2
1.25%
1
0.38%

WFIOX Mutual Funds FAQ

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