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WFIOX 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
$3.15T
-8.41%
15 Buy
10 Hold
1 Sell
Moderate Buy
Microsoft
5.78%
$71.85M
$3.74T
10.97%
31 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
5.49%
$68.34M
$4.02T
27.61%
36 Buy
4 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
3.71%
$46.21M
$2.39T
15.70%
45 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.61%
$32.50M
$1.80T
43.83%
41 Buy
4 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
2.02%
$25.14M
$1.03T
12.11%
1 Buy
0 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class A
1.87%
$23.23M
$2.19T
-2.64%
28 Buy
9 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.62%
$20.21M
$1.29T
61.34%
28 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.53%
$19.02M
$2.16T
-2.93%
13 Buy
0 Hold
0 Sell
Strong Buy
Tesla Motors
1.50%
$18.67M
$1.01T
26.30%
13 Buy
13 Hold
9 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

10.04%Outperform1010.34%Outperform927.14%Outperform819.47%Neutral713.42%Neutral610.35%Neutral53.63%Neutral43.13%Underperform30.87%Underperform21.61%Underperform17
The weighted average smart score of the WFIOX Mutual Fund is 7
10
10.04%
9
10.34%
8
27.14%
7
19.47%
6
13.42%
5
10.35%
4
3.63%
3
3.13%
2
0.87%
1
1.61%

WFIOX Mutual Funds FAQ

What are Mutual Funds WFIOX’s top 3 holdings?
WFIOX’s top 3 holdings are AAPL, MSFT, NVDA.
    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 1.24B.
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