
Please try another search
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 | 17.22 |
Price to Book | 2.92 | 2.65 |
Price to Sales | 1.99 | 1.91 |
Price to Cash Flow | 12.17 | 11.16 |
Dividend Yield | 1.90 | 2.44 |
5 Years Earnings Growth | 10.00 | 10.20 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.34 | 19.84 |
Financial Services | 15.62 | 16.28 |
Consumer Cyclical | 11.16 | 9.13 |
Industrials | 10.21 | 10.70 |
Healthcare | 10.12 | 11.70 |
Communication Services | 8.58 | 6.70 |
Consumer Defensive | 5.78 | 6.91 |
Real Estate | 3.65 | 6.28 |
Energy | 3.37 | 5.59 |
Basic Materials | 2.91 | 3.74 |
Utilities | 2.28 | 3.84 |
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 | 590.28 | +0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.93B | -4.63 | 6.11 | 8.31 | ||
Wells Fargo Municipal Bond Inst | 4.45B | -1.13 | 2.30 | 2.39 | ||
Wells Fargo Special Mid Cap Value R | 3.4B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.93B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.55B | -8.00 | 10.58 | 11.15 |
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