WFA of San Diego LLC Fund Performance

	Fund	Portfolio Manager	Performance 24Q3	AUM	# of Holdings	Performance Rank	Allocation
	WFA of San Diego LLC	WFA of San Diego LLC	4.75%	$118570000	405	N/A

Top Holdings Performance History

WFA of San Diego LLC Holdings Map

Top 50 WFA of San Diego LLC Holdings

Trade Value: Δ in % of Portf:

% of Portfolio:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Sector	Date

Largest Stock Buys since Q3 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Largest Stock Sells since Q3 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Portfolio Structure

Sector Allocation over time

WFA of San Diego LLC Performance History

Performance Metric	3-Year Annualized Return	3-Year Cumulative Return	Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

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