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WFINX Mutual Fund Holdings Information

Holdings Count
504
Total Assets
1.33B
Top 10 Percentage
34.23%
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504 Holdings
504 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
7.19%
$95.91M
$3.52T
22.58%
24 Buy
8 Hold
2 Sell
Moderate Buy
Microsoft
6.49%
$86.59M
$3.11T
10.96%
26 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
6.06%
$80.88M
$3.33T
184.70%
40 Buy
4 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.53%
$47.12M
$2.12T
37.28%
45 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.54%
$33.86M
$1.43T
67.08%
40 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
1.97%
$26.31M
$2.06T
22.65%
27 Buy
7 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
1.71%
$22.82M
$1.03T
31.64%
1 Buy
1 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class C
1.63%
$21.74M
$2.06T
22.58%
9 Buy
1 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.63%
$21.74M
$769.80B
68.38%
22 Buy
3 Hold
0 Sell
Strong Buy
Tesla Motors
1.47%
$19.65M
$1.09T
43.80%
11 Buy
14 Hold
9 Sell
Hold
Rows:
10

Sector Breakdown

32.59%Technology12.28%Financial11.66%Healthcare11.23%Consumer Cyclical8.91%Communication Services8.01%Industrials4.80%Consumer Defensive3.30%Energy2.54%Utilities2.35%Real Estate2.11%Basic Materials0.16%General0.05%Consumer Goods32.59%Technology
Technology
32.59%
Financial
12.28%
Healthcare
11.66%
Consumer Cyclical
11.23%
Communication Services
8.91%
Industrials
8.01%
Consumer Defensive
4.80%
Energy
3.30%
Utilities
2.54%
Real Estate
2.35%
Basic Materials
2.11%
General
0.16%
Consumer Goods
0.05%

Countries Breakdown

99.44%United States99.44%United States
United States
99.44%

Breakdown By Smart Score

15.39%Outperform1015.94%Outperform915.30%Outperform812.78%Neutral712.72%Neutral618.56%Neutral54.34%Neutral43.27%Underperform30.66%Underperform21.05%Underperform17
The weighted average smart score of the WFINX Mutual Fund is 7
10
15.39%
9
15.94%
8
15.30%
7
12.78%
6
12.72%
5
18.56%
4
4.34%
3
3.27%
2
0.66%
1
1.05%

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 504 different assets.
      What are the total assets of Mutual Funds WFINX?
      Mutual Funds WFINX’s total assets are 1.33B.
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