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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.55 | 8.17 | 0.62 |
Shares | 13.15 | 19.95 | 6.80 |
Bonds | 78.53 | 89.98 | 11.45 |
Convertible | 0.14 | 0.14 | 0.00 |
Preferred | 0.22 | 0.22 | 0.00 |
Other | 0.41 | 0.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.68 | 18.93 |
Price to Book | 3.01 | 2.93 |
Price to Sales | 2.07 | 2.22 |
Price to Cash Flow | 12.45 | 12.09 |
Dividend Yield | 1.93 | 2.15 |
5 Years Earnings Growth | 9.94 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.40 | 21.65 |
Financial Services | 15.25 | 15.09 |
Consumer Cyclical | 10.94 | 9.19 |
Healthcare | 9.96 | 11.77 |
Industrials | 9.79 | 10.46 |
Communication Services | 8.58 | 7.83 |
Consumer Defensive | 5.67 | 7.38 |
Real Estate | 4.50 | 6.30 |
Energy | 3.58 | 5.90 |
Basic Materials | 3.03 | 3.19 |
Utilities | 2.30 | 3.43 |
Number of long holdings: 33
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allspring Core Bond | - | 16.54 | - | - | |
Ultra 10 Year US Treasury Note Future Mar 25 | - | 9.98 | - | - | |
Allspring Real Return | - | 9.04 | - | - | |
Allspring Broad Market Core Bond ETF | - | 8.86 | - | - | |
Euro Bund Future Mar 25 | - | 7.99 | - | - | |
Long Gilt Future Mar 25 | - | 7.89 | - | - | |
Allspring Core Plus ETF | - | 7.68 | - | - | |
Allspring Income Plus ETF | - | 7.67 | - | - | |
Allspring High Yield Bond Inst | - | 4.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.96B | 3.08 | 8.53 | 9.17 | ||
Wells Fargo Municipal Bond Inst | 4.57B | -1.22 | 1.66 | 2.37 | ||
Wells Fargo Special Mid Cap Value R | 3.46B | 3.14 | 8.64 | 9.28 | ||
Wells Fargo Emerging Markets Equit | 2.77B | 19.40 | 10.38 | 5.53 | ||
Wells Fargo Growth A | 2.8B | 14.36 | 19.50 | 13.13 |
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