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WFIVX
Wilshire Mutual Fds, Inc. Dow Jones Wilshire 5000 Index Portfolio Inve
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WFIVX Mutual Fund Holdings Information

Holdings Count
2,197
Total Assets
295.31M
Top 10 Percentage
34.51%
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
2,197 Holdings
2,197 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
6.61%
$19.46M
$4.20T
46.73%
41 Buy
1 Hold
0 Sell
Strong Buy
Apple Inc
6.13%
$18.04M
$3.64T
13.62%
14 Buy
9 Hold
1 Sell
Moderate Buy
Microsoft
5.38%
$15.86M
$2.84T
-2.40%
33 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.39%
$9.97M
$2.20T
4.67%
40 Buy
3 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
2.76%
$8.14M
$3.63T
83.55%
26 Buy
6 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.43%
$7.14M
$1.47T
62.01%
27 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.41%
$7.10M
$3.63T
79.72%
12 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.17%
$6.39M
$1.50T
-0.43%
40 Buy
5 Hold
0 Sell
Strong Buy
Tesla, Inc.
1.85%
$5.46M
$1.38T
47.95%
13 Buy
11 Hold
7 Sell
Hold
Eli Lilly And Company
1.38%
$4.08M
$856.67B
8.25%
18 Buy
2 Hold
1 Sell
Strong Buy
Rows:
10

Sector Breakdown

32.84%Technology13.68%Financial10.50%Consumer Cyclical10.25%Communication Services10.19%Healthcare8.42%Industrials4.52%Consumer Defensive3.02%Energy2.30%Real Estate2.22%Utilities1.94%Basic Materials0.12%General32.84%Technology
Technology
32.84%
Financial
13.68%
Consumer Cyclical
10.50%
Communication Services
10.25%
Healthcare
10.19%
Industrials
8.42%
Consumer Defensive
4.52%
Energy
3.02%
Real Estate
2.30%
Utilities
2.22%
Basic Materials
1.94%
General
0.12%

Countries Breakdown

99.79%United States0.04%Canada<0.01%United Kingdom99.79%United States
United States
99.79%
Canada
0.04%
United Kingdom
<0.01%

Breakdown By Smart Score

13.23%Outperform1013.86%Outperform924.43%Outperform813.92%Neutral711.05%Neutral67.77%Neutral55.49%Neutral44.60%Underperform33.15%Underperform22.49%Underperform17
The weighted average smart score of the WFIVX Mutual Fund is 7
10
13.23%
9
13.86%
8
24.43%
7
13.92%
6
11.05%
5
7.77%
4
5.49%
3
4.60%
2
3.15%
1
2.49%

WFIVX Mutual Funds FAQ

What are Mutual Funds WFIVX’s top 3 holdings?
WFIVX’s top 3 holdings are NVDA, AAPL, MSFT.
    What is Mutual Funds WFIVX’s holdings count?
    Mutual Funds WFIVX’s is holdings 2,197 different assets.
      What are the total assets of Mutual Funds WFIVX?
      Mutual Funds WFIVX’s total assets are 295.31M.
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