WINDX
Wilshire Mutual Fds, Inc. Dow Jones Wilshire 5000 Index Ptf Insti Cl

WINDX Mutual Fund Holdings Information

Holdings Count
2,236
Total Assets
269.04M
Top 10 Percentage
30.94%
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2,236 Holdings
2,236 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
6.13%
$16.44M
$3.07T
27.27%
31 Buy
0 Hold
0 Sell
Strong Buy
Apple Inc
6.09%
$16.33M
$3.49T
21.89%
24 Buy
9 Hold
1 Sell
Moderate Buy
Nvidia Corporation
5.57%
$14.93M
$2.88T
141.86%
39 Buy
4 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.35%
$8.97M
$1.81T
29.34%
41 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.07%
$5.56M
$1.31T
76.18%
39 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
2.01%
$5.37M
$2.00T
19.98%
28 Buy
7 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.81%
$4.86M
$2.00T
20.21%
9 Buy
2 Hold
0 Sell
Strong Buy
Eli Lilly And Company
1.44%
$3.87M
$893.59B
73.23%
17 Buy
2 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.38%
$3.70M
$730.49B
76.42%
23 Buy
1 Hold
0 Sell
Strong Buy
JPMorgan Chase & Co.
1.08%
$2.90M
$632.22B
53.63%
17 Buy
3 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

31.79%Technology12.06%Financial11.85%Healthcare11.14%Consumer Cyclical8.80%Communication Services8.77%Industrials4.41%Consumer Defensive3.85%Energy2.69%Real Estate2.36%Basic Materials2.17%Utilities0.11%General31.79%Technology
Technology
31.79%
Financial
12.06%
Healthcare
11.85%
Consumer Cyclical
11.14%
Communication Services
8.80%
Industrials
8.77%
Consumer Defensive
4.41%
Energy
3.85%
Real Estate
2.69%
Basic Materials
2.36%
Utilities
2.17%
General
0.11%

Countries Breakdown

99.82%United States<0.01%Canada99.82%United States
United States
99.82%
Canada
<0.01%

Breakdown By Smart Score

12.73%Outperform1022.65%Outperform918.40%Outperform821.11%Neutral78.90%Neutral68.58%Neutral54.03%Neutral41.71%Underperform31.33%Underperform20.56%Underperform17
The weighted average smart score of the WINDX Mutual Fund is 7
10
12.73%
9
22.65%
8
18.40%
7
21.11%
6
8.90%
5
8.58%
4
4.03%
3
1.71%
2
1.33%
1
0.56%

WINDX Mutual Funds FAQ

What are Mutual Funds WINDX’s top 3 holdings?
WINDX’s top 3 holdings are MSFT, AAPL, NVDA.
    What is Mutual Funds WINDX’s holdings count?
    Mutual Funds WINDX’s is holdings 2,236 different assets.
      What are the total assets of Mutual Funds WINDX?
      Mutual Funds WINDX’s total assets are 269.04M.
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