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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 0.72 | 0.00 |
Shares | 99.28 | 99.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 32.55 | 27.64 |
Price to Book | 8.16 | 7.20 |
Price to Sales | 5.79 | 4.68 |
Price to Cash Flow | 20.58 | 18.98 |
Dividend Yield | 0.32 | 0.70 |
5 Years Earnings Growth | 17.21 | 16.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.07 | 40.72 |
Consumer Cyclical | 14.50 | 13.54 |
Communication Services | 13.34 | 11.99 |
Financial Services | 10.61 | 9.28 |
Industrials | 8.92 | 7.03 |
Healthcare | 5.75 | 11.48 |
Basic Materials | 2.00 | 1.72 |
Consumer Defensive | 0.55 | 3.49 |
Utilities | 0.26 | 1.17 |
Number of long holdings: 71
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.64 | 139.63 | +3.66% | |
Microsoft | US5949181045 | 7.65 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 5.90 | 224.95 | +0.01% | |
Meta Platforms | US30303M1027 | 5.68 | 599.85 | +2.49% | |
Apple | US0378331005 | 3.83 | 255.27 | +0.31% | |
Alphabet A | US02079K3059 | 2.43 | 194.58 | +1.66% | |
Salesforce Inc | US79466L3024 | 2.39 | 342.90 | -0.22% | |
Cadence Design | US1273871087 | 1.81 | 304.41 | +0.98% | |
Tradeweb Markets | US8926721064 | 1.80 | 133.31 | +0.44% | |
Booking | US09857L1089 | 1.78 | 5,063.12 | +0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.92B | 20.03 | 10.51 | 9.98 | ||
Wells Fargo Municipal Bond Inst | 4.59B | 3.54 | 0.16 | 2.70 | ||
Wells Fargo Special Mid Cap Value R | 3.65B | 20.13 | 10.62 | 10.08 | ||
Wells Fargo Emerging Markets Equit | 3.12B | 5.65 | -2.59 | 2.80 | ||
Wells Fargo Special Small Cap Valu | 2.19B | 15.45 | 7.92 | 9.32 |
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