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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.40 | 8.06 | 0.66 |
Shares | 27.09 | 33.93 | 6.84 |
Bonds | 64.71 | 76.51 | 11.80 |
Convertible | 0.15 | 0.15 | 0.00 |
Preferred | 0.24 | 0.24 | 0.00 |
Other | 0.42 | 0.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.42 | 17.38 |
Price to Book | 2.92 | 2.68 |
Price to Sales | 1.99 | 1.93 |
Price to Cash Flow | 12.17 | 11.16 |
Dividend Yield | 1.90 | 2.46 |
5 Years Earnings Growth | 10.00 | 10.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.34 | 19.83 |
Financial Services | 15.62 | 16.22 |
Consumer Cyclical | 11.16 | 9.10 |
Industrials | 10.21 | 10.62 |
Healthcare | 10.12 | 11.91 |
Communication Services | 8.58 | 6.69 |
Consumer Defensive | 5.78 | 7.16 |
Real Estate | 3.65 | 5.88 |
Energy | 3.37 | 5.82 |
Basic Materials | 2.91 | 3.75 |
Utilities | 2.28 | 3.91 |
Number of long holdings: 34
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ultra 10 Year US Treasury Note Future Mar 25 | - | 9.78 | - | - | |
Allspring Real Return | - | 9.44 | - | - | |
Allspring Income Plus ETF | - | 8.80 | - | - | |
Euro Bund Future Mar 25 | - | 7.81 | - | - | |
Long Gilt Future Mar 25 | - | 7.79 | - | - | |
Allspring Core Bond | - | 7.56 | - | - | |
Allspring Disciplined Large Cap | - | 7.24 | - | - | |
Allspring High Yield Bond Inst | - | 5.44 | - | - | |
Allspring Broad Market Core Bond ETF | - | 5.34 | - | - | |
ishares S&P 500 | US4642872000 | 5.32 | 624.65 | -1.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.72B | 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 | 3.36B | 1.09 | 10.55 | 9.08 | ||
Wells Fargo Emerging Markets Equit | 3B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.81B | 10.44 | 22.37 | 13.05 |
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