
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.35 | 1.35 | 0.00 |
Shares | 98.65 | 98.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.28 | 20.37 |
Price to Book | 4.45 | 3.89 |
Price to Sales | 3.00 | 2.59 |
Price to Cash Flow | 15.20 | 13.71 |
Dividend Yield | 1.41 | 1.57 |
5 Years Earnings Growth | 9.44 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.36 | 28.23 |
Financial Services | 13.66 | 14.97 |
Consumer Cyclical | 10.54 | 10.35 |
Communication Services | 9.79 | 8.57 |
Healthcare | 9.33 | 12.12 |
Industrials | 7.75 | 9.84 |
Consumer Defensive | 5.49 | 6.31 |
Energy | 2.97 | 3.75 |
Utilities | 2.39 | 2.69 |
Real Estate | 2.04 | 2.30 |
Basic Materials | 1.66 | 2.38 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.13 | 170.70 | +4.04% | |
Microsoft | US5949181045 | 6.85 | 505.82 | +0.56% | |
Apple | US0378331005 | 5.67 | 209.11 | +0.23% | |
Amazon.com | US0231351067 | 3.84 | 226.35 | +0.29% | |
Meta Platforms | US30303M1027 | 2.97 | 710.39 | -1.46% | |
Broadcom | US11135F1012 | 2.40 | 280.94 | +1.94% | |
Alphabet A | US02079K3059 | 1.90 | 182.00 | +0.24% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 470.13 | -1.30% | |
Tesla | US88160R1014 | 1.65 | 310.78 | -1.93% | |
Alphabet C | US02079K1079 | 1.54 | 183.10 | +0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.23B | 1.03 | 10.43 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 4.44B | -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 | 2.97B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.72B | 10.44 | 22.37 | 13.05 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review