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WFIOX Mutual Fund Holdings Information

Holdings Count
503
Total Assets
1.27B
Top 10 Percentage
31.49%
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
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
6.95%
$88.42M
$3.34T
31.04%
34 Buy
1 Hold
0 Sell
Strong Buy
premium
Apple Inc
5.53%
$70.40M
$3.60T
21.69%
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
Nvidia Corporation
4.96%
$63.12M
$3.11T
172.03%
37 Buy
4 Hold
0 Sell
Strong Buy
premium
Amazon.Com, Inc.
3.66%
$46.64M
$2.01T
44.52%
44 Buy
0 Hold
0 Sell
Strong Buy
premium
Meta Platforms, Inc.
2.37%
$30.22M
$1.24T
58.01%
38 Buy
3 Hold
2 Sell
Strong Buy
premium
Alphabet Inc. Class A
1.98%
$25.16M
$2.28T
47.72%
32 Buy
6 Hold
0 Sell
Strong Buy
premium
Berkshire Hathaway B
1.70%
$21.64M
$947.06B
27.49%
3 Buy
0 Hold
0 Sell
Strong Buy
premium
Alphabet Inc. Class C
1.67%
$21.25M
$2.28T
48.49%
9 Buy
0 Hold
0 Sell
Strong Buy
premium
Eli Lilly And Company
1.38%
$17.55M
$894.90B
112.16%
17 Buy
4 Hold
0 Sell
Strong Buy
premium
Broadcom Inc.
1.30%
$16.50M
$788.42B
89.34%
23 Buy
1 Hold
0 Sell
Strong Buy
premium

Sector Breakdown

30.66%Technology12.70%Financial12.43%Healthcare11.48%Consumer Cyclical8.97%Communication Services8.41%Industrials4.79%Consumer Defensive3.82%Energy2.28%Real Estate2.25%Basic Materials2.21%Utilities30.66%Technology
Technology
30.66%
Financial
12.70%
Healthcare
12.43%
Consumer Cyclical
11.48%
Communication Services
8.97%
Industrials
8.41%
Consumer Defensive
4.79%
Energy
3.82%
Real Estate
2.28%
Basic Materials
2.25%
Utilities
2.21%

Countries Breakdown

99.82%United States99.82%United States
United States
99.82%

Breakdown By Smart Score

20.43%Outperform1021.79%Outperform919.57%Outperform819.45%Neutral710.28%Neutral64.35%Neutral52.61%Neutral40.62%Underperform30.70%Underperform20.19%Underperform18
The weighted average smart score of the WFIOX Mutual Fund is 8
10
20.43%
9
21.79%
8
19.57%
7
19.45%
6
10.28%
5
4.35%
4
2.61%
3
0.62%
2
0.70%
1
0.19%

WFIOX Mutual Funds FAQ

What are Mutual Funds WFIOX’s top 3 holdings?
WFIOX’s top 3 holdings are MSFT, AAPL, 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 1.27B.
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