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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.97 | 1.97 | 0.00 |
Shares | 98.03 | 98.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.08 | 27.09 |
Price to Book | 3.34 | 6.97 |
Price to Sales | 2.91 | 4.58 |
Price to Cash Flow | 13.99 | 17.91 |
Dividend Yield | 1.18 | 0.71 |
5 Years Earnings Growth | 10.31 | 13.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.57 | 39.25 |
Financial Services | 15.14 | 9.99 |
Consumer Cyclical | 13.83 | 14.25 |
Industrials | 11.64 | 6.99 |
Communication Services | 8.64 | 12.69 |
Healthcare | 6.73 | 10.97 |
Real Estate | 6.67 | 1.51 |
Basic Materials | 3.88 | 1.67 |
Consumer Defensive | 2.90 | 3.62 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.60 | 215.81 | +1.05% | |
Apple | US0378331005 | 4.72 | 203.82 | -0.05% | |
Alphabet C | US02079K1079 | 4.55 | 177.00 | +1.31% | |
Meta Platforms | US30303M1027 | 3.91 | 698.99 | +0.18% | |
Microsoft | US5949181045 | 3.72 | 470.71 | +0.07% | |
Mastercard | US57636Q1040 | 3.47 | 584.82 | -0.90% | |
Salesforce Inc | US79466L3024 | 2.77 | 272.67 | -0.67% | |
Teledyne Technologies | US8793601050 | 2.46 | 505.55 | +0.97% | |
Carlisle | US1423391002 | 2.37 | 378.66 | +0.18% | |
Texas Instruments | US8825081040 | 2.36 | 198.18 | +2.99% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.99B | -4.63 | 6.11 | 8.31 | ||
Wells Fargo Municipal Bond Inst | 4.42B | -1.13 | 2.30 | 2.39 | ||
Wells Fargo Special Mid Cap Value R | 3.42B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.95B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.65B | -8.00 | 10.58 | 11.15 |
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