Portfolio Exposure Analysis for What Your Funds Hold
Sector exposure, asset allocation, geography and company size across your linked brokerage, 401(k) and IRA accounts. Fund Look-Through shows available underlying holdings inside supported ETFs and mutual funds.
Market data sources
Your Portfolio Looks Diversified Until You Look Inside the Funds
WealthNX portfolio exposure analysis breaks your holdings down by asset class, sector, geography and company size, across the brokerage and retirement accounts you link. Fund Look-Through displays available underlying holdings for supported ETFs and mutual funds.
What WealthNX Exposure Analysis Shows
Know where you're invested
Your portfolio's distribution replaces a plain list of tickers.
Asset class: see the mix
The balance across major asset classes, such as stocks, bonds and cash.
Sector: spot concentration
The share of your portfolio in each industry.
Geography and company size
Exposure by region, and the balance across large-, mid- and small-cap companies.
Fund Look-Through: see inside the wrapper
Underlying holdings inside your funds. Fund disclosures can be delayed or incomplete, so the reporting date matters.
Holdings from your linked accounts
Holdings come in through Plaid, read-only, from the accounts in your stock and crypto portfolio tracker.
Why You Need Portfolio Exposure Analysis
Owning many tickers is different from owning many different things.
Without exposure analysis
- Three index funds look diversified, yet they share the same large tech stocks
- Holdings split across a 401(k), an IRA and a brokerage can't be added up by sector
- Market moves shift your sector mix without a single trade
With WealthNX
- Fund Look-Through lists the stocks inside each fund, so the shared ones stand out
- Sector views cover your linked accounts together
- The breakdown uses available market prices and holdings data, so a shift in exposure shows up
How Different Investors Use Exposure Analysis
Each kind of investor finds something different inside the breakdown.
Retirement savers
Workplace plans often hold target-date funds. For supported funds, Fund Look-Through shows the available holdings inside.
Stock pickers
Individual stocks add up to sector bets, and the sector view shows how big each one is. Performance against an index is on the S&P 500 comparison page.
Stock and crypto holders
Crypto appears in the asset class mix next to stocks and funds.
Ask Wealth Genie About Your Portfolio Exposure
Wealth Genie answers exposure questions in plain words, using available holdings and market data. It explains your mix; it does not suggest trades.
- How much of my portfolio is in technology?
- Which stocks show up in more than one of my funds?
- What share of my investments is outside the US?
- Which holding is the largest share of my portfolio?
Exposure Analysis FAQs
What does the Exposure Analysis feature in WealthNX tell me about my investment portfolio?
The Exposure Analysis feature in Wealthnx helps you understand how your investment portfolio is distributed across different investments. It provides a breakdown of your holdings so you can see where your money is concentrated and how different investments contribute to your overall portfolio. For example, you can identify whether a large portion of your investments is held in a particular sector or a small number of securities. This gives you a clearer view of your portfolio's composition and makes WealthNX an investment portfolio tracker app, useful for understanding your investment exposure without recommending changes to your holdings.
How does WealthNX calculate sector exposure across all connected investment accounts?
Wealthnx calculates sector exposure using available holdings data from your supported connected investment accounts. It groups investments by market sector and shows how much each sector represents within your investment portfolio. This helps you understand whether your investments are concentrated in areas such as technology, healthcare or financial services. By bringing this information together, Wealthnx provides a clearer portfolio analytics view of your investments across connected accounts.
Can Exposure Analysis in WealthNX reveal concentration risk in my portfolio?
Yes. Exposure Analysis in Wealthnx helps you identify potential concentration risk by showing how much of your investment portfolio is held in individual securities, sectors or asset classes. For example, you may discover that a large portion of your portfolio is concentrated in technology stocks or a few individual investments. Understanding this distribution can help you recognize where your portfolio may be more exposed to changes in a particular market or sector. Wealthnx provides this information for analysis without recommending whether you should buy, sell or change your investments.
How does WealthNX Exposure Analysis help me understand my geographic investment exposure?
Wealthnx Exposure Analysis helps you understand your geographic exposure by showing how your investment portfolio is distributed across different countries and regions. You can see whether your investments are concentrated in one market or spread across several markets. For example, you may find that a large portion of your portfolio is exposed to the US market, even if you hold investments in different sectors. This breakdown gives you a clearer understanding of your portfolio's geographic distribution and potential concentration risks.
Can I use Exposure Analysis in WealthNX to check if my portfolio is well-diversified?
Yes. Exposure Analysis in Wealthnx helps you understand how diversified your investment portfolio is by showing its distribution across sectors, geographic regions and asset classes. You can review the percentage of your portfolio held in each area and identify where your investments may be concentrated. While this information helps you assess whether your portfolio is well-diversified, it does not determine the right level of diversification for you or recommend changes to your investments.
Does Exposure Analysis in WealthNX cover crypto holdings alongside traditional investments?
Wealthnx allows you to track crypto holdings alongside traditional investments, giving you a broader view of your financial assets. However, crypto tracking and Exposure Analysis are separate features, so crypto holdings should not be assumed to be included in the same portfolio exposure calculations. You can review your crypto investments separately to better understand their value and performance alongside your other holdings.
Know What Your Portfolio Holds, Fund by Fund
Your sector, asset and fund mix, laid out across the accounts you link.
