
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.21 | 4.21 | 0.00 |
Shares | 59.33 | 59.33 | 0.00 |
Bonds | 36.46 | 36.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.28 | 18.60 |
Price to Book | 4.45 | 3.22 |
Price to Sales | 3.00 | 2.21 |
Price to Cash Flow | 15.19 | 12.21 |
Dividend Yield | 1.41 | 1.94 |
5 Years Earnings Growth | 9.44 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.36 | 24.01 |
Financial Services | 13.66 | 15.88 |
Consumer Cyclical | 10.54 | 9.98 |
Communication Services | 9.79 | 7.52 |
Healthcare | 9.33 | 12.92 |
Industrials | 7.75 | 10.18 |
Consumer Defensive | 5.49 | 6.08 |
Energy | 2.97 | 4.91 |
Utilities | 2.39 | 3.21 |
Real Estate | 2.04 | 3.39 |
Basic Materials | 1.66 | 3.18 |
Number of long holdings: 619
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.06 | 172.41 | -0.34% | |
Future on E-mini S&P 500 Futures | - | 4.05 | - | - | |
Microsoft | US5949181045 | 3.89 | 510.05 | -0.32% | |
Apple | US0378331005 | 3.23 | 211.18 | +0.55% | |
Amazon.com | US0231351067 | 2.18 | 226.13 | +1.01% | |
Meta Platforms | US30303M1027 | 1.69 | 704.28 | +0.41% | |
2 Year Treasury Note Future Sept 25 | - | 1.68 | - | - | |
United States Treasury Bonds 6.75% | - | 1.62 | - | - | |
United States Treasury Notes 1.375% | - | 1.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.16B | 1.03 | 10.43 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 4.41B | -0.87 | 2.56 | 2.48 | ||
Wells Fargo Special Mid Cap Value R | 3.37B | 1.09 | 10.55 | 9.08 | ||
Wells Fargo Emerging Markets Equit | 3.01B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.76B | 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