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
$176M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.38M
3
+$1.34M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.34M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.26M

Top Sells

1
+$2.03M
2
+$1.88M
3
+$1.41M
4
COIN icon
Coinbase
COIN
+$1.12M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.04M

Sector Composition

1 Financials 26.22%
2 Technology 18.71%
3 Healthcare 14.49%
4 Consumer Discretionary 10.01%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.96%
6,236
-169
27
$1.61M 0.91%
5,944
+1,322
28
$1.57M 0.89%
15,955
+13,630
29
$1.56M 0.89%
9,245
+1,980
30
$1.45M 0.82%
33,383
+705
31
$1.4M 0.79%
12,652
+275
32
$1.38M 0.79%
+10,122
33
$1.34M 0.76%
+2,712
34
$1.29M 0.73%
34,642
-5,579
35
$1.28M 0.73%
7,236
-383
36
$1.28M 0.72%
657
-60
37
$1.27M 0.72%
18,837
-3,171
38
$1.26M 0.72%
+2,567
39
$1.23M 0.7%
26,206
+4,020
40
$1.21M 0.69%
+4,847
41
$1.19M 0.67%
8,316
-351
42
$1.15M 0.65%
4,103
-1,750
43
$1.15M 0.65%
+3,845
44
$1.14M 0.65%
4,948
-5
45
$1.13M 0.64%
2,236
-17
46
$1.09M 0.62%
4,371
+14
47
$1.08M 0.61%
+1,165
48
$1.07M 0.61%
20,417
-123
49
$1.06M 0.6%
7,919
-1
50
$1.06M 0.6%
44,636
+908
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