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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 65.590 | 67.710 | 2.120 |
Bonds | 35.780 | 35.780 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.410 | 18.446 |
Price to Book | 2.321 | 3.223 |
Price to Sales | 1.388 | 2.208 |
Price to Cash Flow | 8.610 | 12.237 |
Dividend Yield | 2.214 | 1.937 |
5 Years Earnings Growth | 11.184 | 11.236 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.030 | 23.875 |
Financial Services | 15.960 | 15.863 |
Healthcare | 12.240 | 13.117 |
Industrials | 11.600 | 10.128 |
Consumer Cyclical | 11.320 | 9.976 |
Consumer Defensive | 6.970 | 6.061 |
Communication Services | 6.730 | 7.489 |
Energy | 4.580 | 4.985 |
Basic Materials | 3.810 | 3.179 |
Real Estate | 3.150 | 3.397 |
Utilities | 2.590 | 3.215 |
Number of long holdings: 24
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allspring Managed Fixed Income | - | 20.88 | - | - | |
Allspring Disciplined US Core R6 | - | 13.09 | - | - | |
Allspring Large Company Value | - | 11.18 | - | - | |
Allspring Discplnd Intl Dev Mkts Port | - | 9.94 | - | - | |
Allspring Diversified Lrg Cp Gr | - | 7.94 | - | - | |
Allspring Core Bond | - | 6.48 | - | - | |
10 Year Treasury Note Future Mar 24 | - | 5.30 | - | - | |
iShares Core MSCI EAFE ETF | - | 3.82 | - | - | |
E-Mini Russ 2000 Vmar24 Xcme 20240315 | - | 3.42 | - | - | |
Allspring C&B Large Cap Val | - | 3.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.89B | -4.63 | 6.11 | 8.31 | ||
Wells Fargo Municipal Bond Inst | 4.42B | -1.13 | 2.30 | 2.39 | ||
Wells Fargo Special Mid Cap Value R | 3.38B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.87B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.56B | -8.00 | 10.58 | 11.15 |
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