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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.20 | 2.20 | 0.00 |
Shares | 97.80 | 97.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.35 | 27.74 |
Price to Book | 3.71 | 6.59 |
Price to Sales | 3.01 | 4.15 |
Price to Cash Flow | 15.00 | 18.19 |
Dividend Yield | 1.16 | 0.72 |
5 Years Earnings Growth | 12.25 | 14.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.71 | 38.55 |
Industrials | 16.39 | 7.29 |
Financial Services | 11.63 | 9.26 |
Consumer Cyclical | 10.14 | 14.11 |
Healthcare | 9.75 | 12.77 |
Real Estate | 8.93 | 1.65 |
Communication Services | 8.64 | 11.29 |
Basic Materials | 5.04 | 1.90 |
Consumer Defensive | 4.78 | 3.78 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 5.32 | 178.37 | +0.92% | |
Amazon.com | US0231351067 | 5.24 | 183.66 | -0.09% | |
Apple | US0378331005 | 5.15 | 212.49 | -0.82% | |
Salesforce Inc | US79466L3024 | 3.71 | 231.94 | +1.27% | |
Mastercard | US57636Q1040 | 3.65 | 444.63 | -0.08% | |
Meta Platforms | US30303M1027 | 3.13 | 504.16 | +0.11% | |
Texas Instruments | US8825081040 | 3.11 | 193.90 | -1.21% | |
Heico A | US4228062083 | 2.65 | 177.21 | -0.95% | |
Carlisle | US1423391002 | 2.18 | 405.30 | -2.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.05B | 8.23 | 6.22 | 9.50 | ||
Wells Fargo Special Mid Cap Value R | 3.39B | 8.28 | 6.33 | 9.61 | ||
Wells Fargo Municipal Bond Inst | 3.5B | -0.57 | -0.90 | 2.57 | ||
Wells Fargo Emerging Markets Equit | 3.25B | 1.58 | -9.33 | 2.34 | ||
Wells Fargo Special Small Cap Valu | 2.41B | 4.82 | 3.23 | 8.61 |
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