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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.55 | 0.55 | 0.00 |
| Shares | 99.45 | 99.45 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 31.02 | 29.30 |
| Price to Book | 9.14 | 7.46 |
| Price to Sales | 4.31 | 5.06 |
| Price to Cash Flow | 22.12 | 19.25 |
| Dividend Yield | 0.52 | 0.70 |
| 5 Years Earnings Growth | 13.02 | 13.23 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 42.43 | 41.38 |
| Consumer Cyclical | 14.63 | 13.93 |
| Communication Services | 14.55 | 12.94 |
| Industrials | 11.66 | 7.10 |
| Financial Services | 8.88 | 9.43 |
| Healthcare | 7.85 | 9.69 |
Number of long holdings: 35
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Microsoft | US5949181045 | 10.27 | 523.61 | +0.59% | |
| NVIDIA | US67066G1040 | 8.87 | 186.26 | +2.25% | |
| Amazon.com | US0231351067 | 6.67 | 224.21 | +1.41% | |
| Meta Platforms | US30303M1027 | 6.50 | 738.36 | +0.59% | |
| Apple | US0378331005 | 5.60 | 262.82 | +1.25% | |
| Broadcom | US11135F1012 | 5.18 | 354.13 | +2.86% | |
| Alphabet A | US02079K3059 | 3.29 | 259.92 | +2.70% | |
| Oracle | US68389X1054 | 3.25 | 283.33 | +1.16% | |
| GE Aerospace | US3696043013 | 3.09 | 303.87 | -0.82% | |
| Netflix | US64110L1061 | 2.81 | 1,094.69 | -1.70% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Wells Fargo Special Mid Cap Value I | 8.61B | 5.53 | 13.84 | 10.32 | ||
| Wells Fargo Municipal Bond Inst | 4.72B | 1.77 | 4.45 | 2.59 | ||
| Wells Fargo Special Mid Cap Value R | 3.37B | 5.61 | 13.96 | 10.43 | ||
| Wells Fargo Emerging Markets Equit | 3.01B | 30.76 | 17.63 | 7.85 | ||
| Wells Fargo Growth A | 2.84B | 19.55 | 27.90 | 14.96 |
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