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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
$5.11T
63.31%
38 Buy
1 Hold
1 Sell
Strong Buy
Apple Inc
6.56%
$89.03M
$4.58T
51.86%
18 Buy
10 Hold
1 Sell
Moderate Buy
Microsoft
4.84%
$65.68M
$3.34T
-0.31%
35 Buy
2 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.58%
$48.61M
$2.91T
26.43%
45 Buy
1 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
2.95%
$40.00M
$4.59T
122.66%
28 Buy
5 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.59%
$35.06M
$2.12T
84.94%
26 Buy
4 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.36%
$32.05M
$4.59T
118.69%
10 Buy
0 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.20%
$29.90M
$1.61T
-10.50%
32 Buy
6 Hold
0 Sell
Strong Buy
Tesla, Inc.
1.84%
$24.98M
$1.64T
21.36%
12 Buy
12 Hold
5 Sell
Hold
Berkshire Hathaway B
1.55%
$21.00M
$1.02T
-6.47%
1 Buy
1 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

33.55%Technology12.37%Financial10.49%Communication Services9.96%Consumer Cyclical9.45%Healthcare8.48%Industrials5.26%Consumer Defensive3.97%Energy2.54%Utilities1.96%Real Estate1.91%Basic Materials0.05%General33.55%Technology
Technology
33.55%
Financial
12.37%
Communication Services
10.49%
Consumer Cyclical
9.96%
Healthcare
9.45%
Industrials
8.48%
Consumer Defensive
5.26%
Energy
3.97%
Utilities
2.54%
Real Estate
1.96%
Basic Materials
1.91%
General
0.05%

Countries Breakdown

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

Breakdown By Smart Score

18.92%Outperform1026.31%Outperform911.26%Outperform818.83%Neutral710.22%Neutral66.73%Neutral53.35%Neutral41.83%Underperform31.90%Underperform20.65%Underperform18
The weighted average smart score of the WFINX Mutual Fund is 8
10
18.92%
9
26.31%
8
11.26%
7
18.83%
6
10.22%
5
6.73%
4
3.35%
3
1.83%
2
1.90%
1
0.65%

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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