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WFINX Mutual Fund Holdings Information

Compare
Holdings Count
503
Total Assets
1.33B
Top 10 Percentage
36.72%
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
7.47%
$99.25M
$2.95T
8.46%
17 Buy
8 Hold
4 Sell
Moderate Buy
Nvidia Corporation
6.50%
$86.37M
$2.86T
29.79%
34 Buy
5 Hold
1 Sell
Strong Buy
Microsoft
6.19%
$82.17M
$3.26T
5.78%
30 Buy
5 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
4.05%
$53.83M
$2.04T
2.98%
46 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.52%
$33.47M
$1.50T
24.42%
42 Buy
2 Hold
1 Sell
Strong Buy
Tesla Motors
2.23%
$29.57M
$916.13B
77.04%
16 Buy
10 Hold
11 Sell
Hold
Alphabet Inc. Class A
2.18%
$29.00M
$1.88T
-9.43%
28 Buy
9 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.14%
$28.39M
$976.92B
56.21%
24 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.79%
$23.76M
$1.84T
-9.23%
15 Buy
1 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
1.64%
$21.78M
$1.11T
24.68%
2 Buy
1 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

33.40%Technology13.16%Financial12.28%Consumer Cyclical10.08%Healthcare9.37%Communication Services7.64%Industrials4.45%Consumer Defensive3.16%Energy2.33%Utilities2.10%Real Estate1.77%Basic Materials0.20%General0.05%Consumer Goods33.40%Technology
Technology
33.40%
Financial
13.16%
Consumer Cyclical
12.28%
Healthcare
10.08%
Communication Services
9.37%
Industrials
7.64%
Consumer Defensive
4.45%
Energy
3.16%
Utilities
2.33%
Real Estate
2.10%
Basic Materials
1.77%
General
0.20%
Consumer Goods
0.05%

Countries Breakdown

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

Breakdown By Smart Score

8.22%Outperform1018.15%Outperform919.81%Outperform819.21%Neutral77.82%Neutral614.11%Neutral56.63%Neutral41.71%Underperform31.45%Underperform22.88%Underperform17
The weighted average smart score of the WFINX Mutual Fund is 7
10
8.22%
9
18.15%
8
19.81%
7
19.21%
6
7.82%
5
14.11%
4
6.63%
3
1.71%
2
1.45%
1
2.88%

WFINX Mutual Funds FAQ

What are Mutual Funds WFINX’s top 3 holdings?
WFINX’s top 3 holdings are AAPL, NVDA, 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 1.33B.
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