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WFINX Mutual Fund Holdings Information

Holdings Count
503
Total Assets
1.43B
Top 10 Percentage
38.38%
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
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
7.88%
$112.79M
$4.30T
28.03%
39 Buy
1 Hold
1 Sell
Strong Buy
Microsoft
6.66%
$95.38M
$3.66T
16.19%
33 Buy
2 Hold
0 Sell
Strong Buy
Apple Inc
6.54%
$93.62M
$4.12T
17.49%
21 Buy
12 Hold
2 Sell
Moderate Buy
Amazon.Com, Inc.
3.69%
$52.79M
$2.49T
12.18%
43 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.76%
$39.46M
$1.63T
12.82%
35 Buy
6 Hold
1 Sell
Strong Buy
Broadcom Inc.
2.69%
$38.44M
$1.90T
148.62%
29 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
2.45%
$35.03M
$3.86T
89.51%
31 Buy
7 Hold
0 Sell
Strong Buy
Tesla, Inc.
2.16%
$30.92M
$1.43T
24.63%
13 Buy
11 Hold
10 Sell
Hold
Alphabet Inc. Class C
1.97%
$28.18M
$3.86T
87.76%
14 Buy
1 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
1.60%
$22.84M
$1.11T
6.37%
1 Buy
1 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

35.68%Technology13.20%Financial10.67%Consumer Cyclical10.48%Communication Services8.80%Healthcare7.52%Industrials4.91%Consumer Defensive2.89%Energy2.35%Utilities1.94%Real Estate1.58%Basic Materials35.68%Technology
Technology
35.68%
Financial
13.20%
Consumer Cyclical
10.67%
Communication Services
10.48%
Healthcare
8.80%
Industrials
7.52%
Consumer Defensive
4.91%
Energy
2.89%
Utilities
2.35%
Real Estate
1.94%
Basic Materials
1.58%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

11.82%Outperform1016.51%Outperform928.97%Outperform815.54%Neutral718.12%Neutral62.97%Neutral53.30%Neutral41.42%Underperform30.88%Underperform20.46%Underperform17
The weighted average smart score of the WFINX Mutual Fund is 7
10
11.82%
9
16.51%
8
28.97%
7
15.54%
6
18.12%
5
2.97%
4
3.30%
3
1.42%
2
0.88%
1
0.46%

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 503 different assets.
      What are the total assets of Mutual Funds WFINX?
      Mutual Funds WFINX’s total assets are 1.43B.
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