Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.71 | 1.71 | 0.00 |
Stocks | 98.29 | 98.29 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.19 | 19.91 |
Price to Book | 4.27 | 3.85 |
Price to Sales | 2.82 | 2.52 |
Price to Cash Flow | 15.16 | 14.05 |
Dividend Yield | 1.45 | 1.57 |
5 Years Earnings Growth | 11.55 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.01 | 27.68 |
Financial Services | 12.90 | 14.15 |
Healthcare | 11.18 | 13.32 |
Consumer Cyclical | 10.21 | 10.12 |
Communication Services | 9.11 | 8.18 |
Industrials | 7.55 | 9.82 |
Consumer Defensive | 5.76 | 6.36 |
Energy | 3.37 | 4.04 |
Utilities | 2.70 | 2.72 |
Real Estate | 2.28 | 2.41 |
Basic Materials | 1.93 | 2.60 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.88 | 229.87 | +0.59% | |
NVIDIA | US67066G1040 | 6.54 | 141.95 | -3.22% | |
Microsoft | US5949181045 | 6.05 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 3.49 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 2.48 | 559.14 | -0.70% | |
Alphabet A | US02079K3059 | 2.01 | 164.76 | -1.71% | |
Future on E-mini S&P 500 Futures | - | 1.72 | - | - | |
Alphabet C | US02079K1079 | 1.66 | 166.57 | -1.58% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 476.57 | +0.96% | |
Broadcom | US11135F1012 | 1.58 | 164.23 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.53B | 13.34 | 7.37 | 9.54 | ||
Wells Fargo Municipal Bond Inst | 4.61B | 1.99 | -0.05 | 2.56 | ||
Wells Fargo Special Mid Cap Value R | 3.95B | 13.45 | 7.49 | 9.65 | ||
Wells Fargo Emerging Markets Equit | 3.17B | 8.46 | -3.45 | 2.97 | ||
Wells Fargo Growth A | 2.84B | 24.44 | -0.66 | 12.26 |
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