WFC

Western Financial Corp Portfolio holdings

AUM $252M
1-Year Est. Return 68.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+68.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.17M
3
+$1.98M
4
TMUS icon
T-Mobile US
TMUS
+$1.96M
5
WELL icon
Welltower
WELL
+$1.79M

Top Sells

1
+$3.14M
2
+$2.75M
3
+$2.25M
4
AVGO icon
Broadcom
AVGO
+$1.79M
5
NVDA icon
NVIDIA
NVDA
+$1.74M

Sector Composition

1 Financials 30.28%
2 Technology 13.22%
3 Healthcare 10.45%
4 Industrials 10.42%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.06%
+18,734
27
$1.9M 1.02%
5,973
-618
28
$1.89M 1.01%
17,597
+9,465
29
$1.79M 0.96%
+11,674
30
$1.64M 0.88%
8,377
-150
31
$1.63M 0.88%
3,006
-21
32
$1.61M 0.86%
2,863
+24
33
$1.47M 0.79%
34,010
+161
34
$1.46M 0.78%
13,915
-5,204
35
$1.41M 0.76%
12,776
+40
36
$1.4M 0.75%
15,860
+597
37
$1.4M 0.75%
7,499
-518
38
$1.37M 0.73%
3,625
-500
39
$1.35M 0.72%
24,398
+390
40
$1.3M 0.7%
4,870
-12
41
$1.25M 0.67%
+4,243
42
$1.23M 0.66%
5,791
+3,509
43
$1.22M 0.65%
4,453
+98
44
$1.2M 0.65%
+2,276
45
$1.19M 0.64%
6,897
-290
46
$1.15M 0.62%
6,382
+163
47
$1.14M 0.61%
4,128
-6,494
48
$1.07M 0.57%
6,158
+141
49
$1.06M 0.57%
+3,387
50
$1.04M 0.56%
7,156
+19
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2
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