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
$140M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.56M
3
+$1.26M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
MRK icon
Merck
MRK
+$869K

Top Sells

1
+$1.84M
2
+$1.59M
3
+$1.45M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.27M
5
PANW icon
Palo Alto Networks
PANW
+$1.06M

Sector Composition

1 Financials 25.52%
2 Healthcare 23.81%
3 Energy 7.4%
4 Consumer Discretionary 7.28%
5 Technology 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.53%
7,519
-1,807
52
$729K 0.52%
6,360
+468
53
$714K 0.51%
7,627
+2,567
54
$705K 0.5%
2,236
+60
55
$704K 0.5%
6,084
+60
56
$703K 0.5%
13,964
+604
57
$696K 0.5%
4,082
-338
58
$680K 0.48%
1,180
+42
59
$677K 0.48%
+1,640
60
$665K 0.47%
4,007
+181
61
$663K 0.47%
2,193
+119
62
$654K 0.47%
2,049
+115
63
$652K 0.46%
+10,568
64
$647K 0.46%
+18,950
65
$643K 0.46%
+4,605
66
$634K 0.45%
2,483
+398
67
$633K 0.45%
15,505
+78
68
$632K 0.45%
1,939
+81
69
$627K 0.45%
+10,907
70
$625K 0.45%
+9,573
71
$624K 0.44%
2,967
+189
72
$616K 0.44%
3,509
+154
73
$614K 0.44%
15,779
+465
74
$607K 0.43%
5,295
+350
75
$605K 0.43%
31,556
+156
1 2
3
4 5