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WFIOX Mutual Fund Holdings Information

Holdings Count
503
Total Assets
1.45B
Top 10 Percentage
38.63%
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
7.64%
$110.32M
$4.52T
60.73%
38 Buy
1 Hold
0 Sell
Strong Buy
Apple Inc
6.77%
$97.78M
$3.83T
20.20%
15 Buy
9 Hold
1 Sell
Moderate Buy
Microsoft
6.06%
$87.50M
$3.01T
5.64%
33 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.78%
$54.66M
$2.28T
6.92%
40 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
3.07%
$44.33M
$3.73T
84.73%
26 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.75%
$39.78M
$1.62T
75.86%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.46%
$35.52M
$3.73T
82.50%
12 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.42%
$34.99M
$1.66T
5.70%
39 Buy
5 Hold
0 Sell
Strong Buy
Tesla, Inc.
2.13%
$30.76M
$1.53T
64.38%
13 Buy
11 Hold
7 Sell
Hold
Berkshire Hathaway B
1.55%
$22.44M
$1.06T
-0.48%
1 Buy
0 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

35.00%Technology13.14%Financial10.90%Communication Services10.52%Consumer Cyclical9.60%Healthcare7.50%Industrials4.72%Consumer Defensive2.81%Energy2.25%Utilities1.83%Real Estate1.65%Basic Materials0.09%General35.00%Technology
Technology
35.00%
Financial
13.14%
Communication Services
10.90%
Consumer Cyclical
10.52%
Healthcare
9.60%
Industrials
7.50%
Consumer Defensive
4.72%
Energy
2.81%
Utilities
2.25%
Real Estate
1.83%
Basic Materials
1.65%
General
0.09%

Countries Breakdown

99.95%United States99.95%United States
United States
99.95%

Breakdown By Smart Score

13.68%Outperform1016.23%Outperform918.39%Outperform820.19%Neutral710.89%Neutral67.91%Neutral55.03%Neutral42.39%Underperform32.59%Underperform22.69%Underperform17
The weighted average smart score of the WFIOX Mutual Fund is 7
10
13.68%
9
16.23%
8
18.39%
7
20.19%
6
10.89%
5
7.91%
4
5.03%
3
2.39%
2
2.59%
1
2.69%

WFIOX Mutual Funds FAQ

What are Mutual Funds WFIOX’s top 3 holdings?
WFIOX’s top 3 holdings are NVDA, AAPL, MSFT.
    What is Mutual Funds WFIOX’s holdings count?
    Mutual Funds WFIOX’s is holdings 503 different assets.
      What are the total assets of Mutual Funds WFIOX?
      Mutual Funds WFIOX’s total assets are 1.45B.
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