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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 | 18.855 |
Price to Book | 2.321 | 3.261 |
Price to Sales | 1.388 | 2.243 |
Price to Cash Flow | 8.610 | 12.343 |
Dividend Yield | 2.214 | 1.926 |
5 Years Earnings Growth | 11.184 | 10.743 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.030 | 24.370 |
Financial Services | 15.960 | 15.803 |
Healthcare | 12.240 | 12.653 |
Industrials | 11.600 | 10.248 |
Consumer Cyclical | 11.320 | 9.984 |
Consumer Defensive | 6.970 | 6.025 |
Communication Services | 6.730 | 7.570 |
Energy | 4.580 | 4.883 |
Basic Materials | 3.810 | 3.147 |
Real Estate | 3.150 | 3.383 |
Utilities | 2.590 | 3.227 |
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 | 8.84B | 1.03 | 10.43 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 4.51B | -0.87 | 2.56 | 2.48 | ||
Wells Fargo Special Mid Cap Value R | 3.4B | 1.09 | 10.55 | 9.08 | ||
Wells Fargo Emerging Markets Equit | 3.03B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.8B | 10.44 | 22.37 | 13.05 |
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