
Please try another search
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 | 18.85 |
Price to Book | 3.01 | 2.91 |
Price to Sales | 2.07 | 2.21 |
Price to Cash Flow | 12.45 | 12.05 |
Dividend Yield | 1.93 | 2.16 |
5 Years Earnings Growth | 9.94 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.40 | 21.50 |
Financial Services | 15.25 | 15.14 |
Consumer Cyclical | 10.94 | 9.19 |
Healthcare | 9.96 | 11.84 |
Industrials | 9.79 | 10.49 |
Communication Services | 8.58 | 7.81 |
Consumer Defensive | 5.67 | 7.40 |
Real Estate | 4.50 | 6.31 |
Energy | 3.58 | 5.90 |
Basic Materials | 3.03 | 3.20 |
Utilities | 2.30 | 3.39 |
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 | 8.66B | 1.03 | 10.43 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 4.53B | -0.87 | 2.56 | 2.48 | ||
Wells Fargo Special Mid Cap Value R | 3.33B | 1.09 | 10.55 | 9.08 | ||
Wells Fargo Emerging Markets Equit | 2.96B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.74B | 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