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
$163M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.76M
3
+$1.36M
4
LLY icon
Eli Lilly
LLY
+$991K
5
SPG icon
Simon Property Group
SPG
+$918K

Top Sells

1
+$1.67M
2
+$1.02M
3
+$945K
4
ABBV icon
AbbVie
ABBV
+$917K
5
XOM icon
Exxon Mobil
XOM
+$892K

Sector Composition

1 Financials 22.74%
2 Technology 20.73%
3 Healthcare 19.89%
4 Consumer Discretionary 10.38%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.8%
11,845
+738
27
$1.27M 0.78%
2,095
+281
28
$1.21M 0.74%
12,480
+2,450
29
$1.18M 0.72%
20,398
+4,509
30
$1.14M 0.7%
8,269
+528
31
$1.13M 0.69%
8,559
+86
32
$1.13M 0.69%
6,552
+788
33
$1.12M 0.68%
8,027
+429
34
$1.08M 0.66%
4,266
+743
35
$1.06M 0.65%
23,344
+4,126
36
$1.06M 0.65%
4,953
+757
37
$1.05M 0.64%
2,206
+490
38
$1.05M 0.64%
45,446
-8,756
39
$1.04M 0.64%
10,724
+385
40
$1.04M 0.64%
1,416
-93
41
$1.03M 0.63%
283
+52
42
$1.01M 0.62%
1,448
-134
43
$999K 0.61%
4,556
+1,204
44
$999K 0.61%
1,594
+270
45
$998K 0.61%
4,953
-411
46
$992K 0.61%
2,005
-539
47
$958K 0.59%
1,708
+428
48
$957K 0.59%
7,796
+2,076
49
$938K 0.57%
40,765
-115
50
$920K 0.56%
4,620
+1,082
1
2
3 4 5