WFC

Western Financial Corp Portfolio holdings

AUM $230M
1-Year Est. Return 48.52%
This Quarter Est. Return
1 Year Est. Return
+48.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$804K
3
+$751K
4
AMD icon
Advanced Micro Devices
AMD
+$750K
5
MRVL icon
Marvell Technology
MRVL
+$721K

Top Sells

1
+$813K
2
+$777K
3
+$773K
4
AIG icon
American International
AIG
+$703K
5
PSA icon
Public Storage
PSA
+$663K

Sector Composition

1 Healthcare 28.37%
2 Financials 22.18%
3 Technology 9.1%
4 Consumer Discretionary 7.91%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$998K 0.68%
2,335
-134
27
$984K 0.67%
49,846
+970
28
$966K 0.66%
10,354
-415
29
$955K 0.65%
9,210
-363
30
$933K 0.64%
8,089
-78
31
$911K 0.62%
4,697
+3
32
$904K 0.62%
1,864
-224
33
$903K 0.62%
6,701
+93
34
$893K 0.61%
35,200
-944
35
$887K 0.6%
3,554
+185
36
$885K 0.6%
1,841
-14
37
$838K 0.57%
20,557
-327
38
$833K 0.57%
+9,297
39
$797K 0.54%
97,830
+32
40
$796K 0.54%
1,965
+325
41
$793K 0.54%
17,940
+70
42
$786K 0.54%
17,234
-3,220
43
$772K 0.53%
2,236
44
$763K 0.52%
13,317
-342
45
$763K 0.52%
6,544
+41
46
$759K 0.52%
4,106
+24
47
$758K 0.52%
14,912
-241
48
$753K 0.51%
3,911
49
$751K 0.51%
+48,984
50
$751K 0.51%
6,040
-44
1
2
3 4 5