WFC

Western Financial Corp Portfolio holdings

AUM $255M
1-Year Est. Return 78.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.81M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$1.72M
5
APP icon
Applovin
APP
+$1.64M

Top Sells

1
+$2.36M
2
+$1.98M
3
+$1.15M
4
CPRT icon
Copart
CPRT
+$1.04M
5
TPL icon
Texas Pacific Land
TPL
+$1.03M

Sector Composition

1 Financials 29.34%
2 Healthcare 15.24%
3 Technology 14.68%
4 Industrials 10.01%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.92%
11,874
+200
27
$2.09M 0.91%
6,459
-2,169
28
$1.98M 0.86%
1,501
+46
29
$1.94M 0.85%
14,583
+233
30
$1.87M 0.81%
19,171
+1,574
31
$1.85M 0.81%
7,166
+3,575
32
$1.84M 0.8%
+9,846
33
$1.77M 0.77%
11,932
+9,691
34
$1.7M 0.74%
5,271
-1,845
35
$1.69M 0.74%
+7,168
36
$1.66M 0.72%
2,911
+48
37
$1.58M 0.69%
2,203
+1,311
38
$1.5M 0.65%
10,862
-3,053
39
$1.47M 0.64%
21,384
-3,014
40
$1.47M 0.64%
7,482
-17
41
$1.46M 0.63%
6,793
-1,584
42
$1.45M 0.63%
33,416
-594
43
$1.44M 0.63%
5,114
+871
44
$1.42M 0.62%
3,436
-189
45
$1.4M 0.61%
15,645
-215
46
$1.36M 0.59%
12,291
-485
47
$1.27M 0.55%
4,883
+13
48
$1.24M 0.54%
+2,724
49
$1.23M 0.53%
+4,098
50
$1.2M 0.52%
5,628
-163
1
2
3 4 5