tiprankstipranks
Trending News
More News >

WFINX Mutual Fund Holdings Information

Holdings Count
503
Total Assets
1.24B
Top 10 Percentage
33.05%
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
Apple Inc
6.91%
$85.92M
$3.00T
3.57%
16 Buy
9 Hold
4 Sell
Moderate Buy
Microsoft
5.78%
$71.85M
$3.48T
10.98%
31 Buy
5 Hold
0 Sell
Strong Buy
Nvidia Corporation
5.49%
$68.34M
$3.42T
17.23%
35 Buy
4 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
3.71%
$46.21M
$2.21T
15.88%
47 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.61%
$32.50M
$1.72T
41.53%
41 Buy
3 Hold
1 Sell
Strong Buy
Berkshire Hathaway B
2.02%
$25.14M
$1.05T
19.29%
2 Buy
1 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class A
1.87%
$23.23M
$2.05T
-0.45%
29 Buy
9 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.62%
$20.21M
$1.22T
75.55%
27 Buy
1 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.53%
$19.02M
$2.05T
-4.79%
16 Buy
1 Hold
0 Sell
Strong Buy
Tesla Motors
1.50%
$18.67M
$915.74B
66.29%
16 Buy
10 Hold
10 Sell
Hold
Rows:
10

Sector Breakdown

30.68%Technology14.13%Financial11.30%Consumer Cyclical11.18%Healthcare9.34%Communication Services7.88%Industrials4.88%Consumer Defensive3.66%Energy2.54%Utilities2.27%Real Estate1.89%Basic Materials0.20%General0.05%Consumer Goods30.68%Technology
Technology
30.68%
Financial
14.13%
Consumer Cyclical
11.30%
Healthcare
11.18%
Communication Services
9.34%
Industrials
7.88%
Consumer Defensive
4.88%
Energy
3.66%
Utilities
2.54%
Real Estate
2.27%
Basic Materials
1.89%
General
0.20%
Consumer Goods
0.05%

Countries Breakdown

99.91%United States99.91%United States
United States
99.91%

Breakdown By Smart Score

10.25%Outperform1011.98%Outperform922.62%Outperform817.86%Neutral719.04%Neutral66.56%Neutral56.45%Neutral42.66%Underperform32.22%Underperform20.36%Underperform17
The weighted average smart score of the WFINX Mutual Fund is 7
10
10.25%
9
11.98%
8
22.62%
7
17.86%
6
19.04%
5
6.56%
4
6.45%
3
2.66%
2
2.22%
1
0.36%

WFINX Mutual Funds FAQ

What are Mutual Funds WFINX’s top 3 holdings?
WFINX’s top 3 holdings are AAPL, MSFT, NVDA.
    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 1.24B.
        What am I Missing?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis