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
$147M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$804K
3
+$751K
4
AMD icon
Advanced Micro Devices
AMD
+$750K
5
MRVL icon
Marvell Technology
MRVL
+$721K

Top Sells

1
+$813K
2
+$777K
3
+$773K
4
AIG icon
American International
AIG
+$703K
5
PSA icon
Public Storage
PSA
+$663K

Sector Composition

1 Healthcare 28.37%
2 Financials 22.18%
3 Technology 9.1%
4 Consumer Discretionary 7.91%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.51%
+6,583
52
$748K 0.51%
2,664
+181
53
$737K 0.5%
4,012
+5
54
$734K 0.5%
9,507
-2,756
55
$733K 0.5%
9,559
-323
56
$733K 0.5%
18,080
-1,884
57
$731K 0.5%
1,646
-52
58
$725K 0.49%
6,998
-521
59
$721K 0.49%
+12,059
60
$705K 0.48%
6,290
+613
61
$705K 0.48%
3,313
-62
62
$697K 0.47%
1,481
+101
63
$696K 0.47%
6,082
-278
64
$692K 0.47%
7,250
-377
65
$689K 0.47%
3,630
+654
66
$681K 0.46%
10,411
-157
67
$680K 0.46%
1,941
+2
68
$660K 0.45%
+2,523
69
$642K 0.44%
11,065
+158
70
$639K 0.44%
3,532
+23
71
$633K 0.43%
2,196
+147
72
$622K 0.42%
32,844
+1,288
73
$618K 0.42%
1,184
+4
74
$615K 0.42%
4,225
+10
75
$613K 0.42%
5,482
+187
1 2
3
4 5