
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.71 | 1.71 | 0.00 |
Shares | 98.29 | 98.29 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.19 | 20.75 |
Price to Book | 4.27 | 3.96 |
Price to Sales | 2.82 | 2.65 |
Price to Cash Flow | 15.16 | 13.91 |
Dividend Yield | 1.45 | 1.55 |
5 Years Earnings Growth | 11.55 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.01 | 28.78 |
Financial Services | 12.90 | 14.94 |
Healthcare | 11.18 | 11.76 |
Consumer Cyclical | 10.21 | 10.33 |
Communication Services | 9.11 | 8.67 |
Industrials | 7.55 | 9.88 |
Consumer Defensive | 5.76 | 6.17 |
Energy | 3.37 | 3.68 |
Utilities | 2.70 | 2.65 |
Real Estate | 2.28 | 2.25 |
Basic Materials | 1.93 | 2.36 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.88 | 202.38 | -2.50% | |
NVIDIA | US67066G1040 | 6.54 | 173.72 | -2.33% | |
Microsoft | US5949181045 | 6.05 | 524.24 | -1.74% | |
Amazon.com | US0231351067 | 3.49 | 214.86 | -8.22% | |
Meta Platforms | US30303M1027 | 2.48 | 749.82 | -3.05% | |
Alphabet A | US02079K3059 | 2.01 | 189.13 | -1.44% | |
Future on E-mini S&P 500 Futures | - | 1.72 | - | - | |
Alphabet C | US02079K1079 | 1.66 | 189.96 | -1.50% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 472.59 | +0.15% | |
Broadcom | US11135F1012 | 1.58 | 288.55 | -1.75% |
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 |
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