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WFINX Mutual Fund Holdings Information

Holdings Count
503
Total Assets
1.45B
Top 10 Percentage
38.63%
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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
7.64%
$110.32M
$4.58T
70.04%
41 Buy
1 Hold
1 Sell
Strong Buy
Apple Inc
6.77%
$97.78M
$3.82T
31.45%
14 Buy
8 Hold
1 Sell
Moderate Buy
Microsoft
6.06%
$87.50M
$2.75T
-4.52%
35 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.78%
$54.66M
$2.56T
28.94%
43 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
3.07%
$44.33M
$3.83T
101.88%
25 Buy
5 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.75%
$39.78M
$1.76T
104.21%
27 Buy
4 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.46%
$35.52M
$3.83T
98.07%
12 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.42%
$34.99M
$1.59T
15.87%
39 Buy
6 Hold
0 Sell
Strong Buy
Tesla, Inc.
2.13%
$30.76M
$1.31T
38.30%
13 Buy
10 Hold
7 Sell
Hold
Berkshire Hathaway B
1.55%
$22.44M
$1.03T
-8.43%
1 Buy
0 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

35.03%Technology13.14%Financial10.90%Communication Services10.52%Consumer Cyclical9.60%Healthcare7.50%Industrials4.72%Consumer Defensive2.81%Energy2.25%Utilities1.81%Real Estate1.65%Basic Materials0.08%General35.03%Technology
Technology
35.03%
Financial
13.14%
Communication Services
10.90%
Consumer Cyclical
10.52%
Healthcare
9.60%
Industrials
7.50%
Consumer Defensive
4.72%
Energy
2.81%
Utilities
2.25%
Real Estate
1.81%
Basic Materials
1.65%
General
0.08%

Countries Breakdown

99.95%United States99.95%United States
United States
99.95%

Breakdown By Smart Score

17.53%Outperform1015.62%Outperform920.52%Outperform818.17%Neutral710.25%Neutral63.35%Neutral55.88%Neutral44.48%Underperform33.30%Underperform20.88%Underperform17
The weighted average smart score of the WFINX Mutual Fund is 7
10
17.53%
9
15.62%
8
20.52%
7
18.17%
6
10.25%
5
3.35%
4
5.88%
3
4.48%
2
3.30%
1
0.88%

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 1.45B.
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