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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.42 | 5.45 | 0.03 |
Shares | 63.47 | 63.68 | 0.21 |
Bonds | 30.97 | 31.97 | 1.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.21 | 18.78 |
Price to Book | 2.61 | 3.25 |
Price to Sales | 1.72 | 2.25 |
Price to Cash Flow | 10.66 | 12.62 |
Dividend Yield | 2.00 | 1.95 |
5 Years Earnings Growth | 11.61 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.06 | 24.18 |
Financial Services | 17.51 | 15.45 |
Industrials | 11.68 | 10.20 |
Healthcare | 11.35 | 12.67 |
Consumer Cyclical | 10.29 | 10.22 |
Communication Services | 8.66 | 7.59 |
Consumer Defensive | 6.28 | 5.94 |
Energy | 3.48 | 4.88 |
Real Estate | 3.25 | 4.26 |
Basic Materials | 3.08 | 3.18 |
Utilities | 2.37 | 3.21 |
Number of long holdings: 27
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allspring Disciplined US Core R6 | - | 13.29 | - | - | |
Allspring Large Company Value | - | 11.65 | - | - | |
Allspring Core Plus ETF | - | 10.80 | - | - | |
Allspring Discplnd Intl Dev Mkts Port | - | 10.41 | - | - | |
Allspring Broad Market Core Bond ETF | - | 8.11 | - | - | |
Allspring Diversified Lrg Cp Gr | - | 7.88 | - | - | |
Allspring Core Bond | - | 6.31 | - | - | |
iShares Core MSCI EAFE ETF | - | 3.97 | - | - | |
Allspring Income Plus ETF | - | 3.59 | - | - | |
Allspring C&B Large Cap Val | - | 3.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.88B | 0.57 | 6.62 | 8.87 | ||
Wells Fargo Municipal Bond Inst | 4.58B | 0.98 | 1.15 | 2.57 | ||
Wells Fargo Special Mid Cap Value R | 3.41B | 0.59 | 6.73 | 8.98 | ||
Wells Fargo Emerging Markets Equit | 2.87B | 2.67 | -0.01 | 3.24 | ||
Wells Fargo Growth A | 2.38B | -1.44 | 8.05 | 11.78 |
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