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Wilshire 5000 Index Invmt (WFIVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.01-0.09 (-0.29%)
At close: 08:01PM EDT

Overall Portfolio Composition (%)

Cash1.65%
Stocks98.36%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
WFIVX
Basic Materials
2.44%
Consumer Cyclical
10.14%
Financial Services
12.53%
Real Estate
2.74%
Consumer Defensive
5.71%
Healthcare
12.01%
Utilities
2.46%
Communication Services
8.66%
Energy
4.03%
Industrials
9.23%
Technology
30.05%

Equity Holdings

AverageWFIVXCategory Average
Price/Earnings0.040.04
Price/Book0.250.21
Price/Sales0.380.4
Price/Cashflow0.060.06
Median Market Cap183,874.83335,222.28
3 Year Earnings Growth22.321.25

Bond Holdings

AverageWFIVXCategory Average
MaturityN/AN/A
DurationN/A4.6
Credit QualityN/AN/A

Bond Ratings

Sector(s)WFIVX
US Government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 Holdings (29.22% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Microsoft CorpMSFT5.88%
Apple IncAAPL5.74%
NVIDIA CorpNVDA5.10%
Amazon.com IncAMZN3.15%
Meta Platforms Inc Class AMETA1.98%
Alphabet Inc Class AGOOGL1.96%
Alphabet Inc Class CGOOG1.77%
Eli Lilly and CoLLY1.35%
Broadcom IncAVGO1.18%
JPMorgan Chase & CoJPM1.12%