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
$150M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$831K
3
+$821K
4
CHTR icon
Charter Communications
CHTR
+$768K
5
PANW icon
Palo Alto Networks
PANW
+$704K

Top Sells

1
+$885K
2
+$818K
3
+$770K
4
BA icon
Boeing
BA
+$737K
5
MS icon
Morgan Stanley
MS
+$694K

Sector Composition

1 Financials 24.53%
2 Healthcare 22.23%
3 Technology 15.88%
4 Consumer Discretionary 8.79%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$779K 0.52%
15,889
-1,293
52
$774K 0.52%
1,716
-200
53
$769K 0.51%
1,324
+41
54
$768K 0.51%
+1,976
55
$766K 0.51%
7,741
-22
56
$764K 0.51%
4,196
-19
57
$753K 0.5%
1,884
-87
58
$744K 0.5%
17,305
+25
59
$730K 0.49%
8,100
-1,254
60
$707K 0.47%
5,847
-193
61
$707K 0.47%
3,538
-1
62
$704K 0.47%
+4,772
63
$702K 0.47%
40,880
-3,449
64
$698K 0.47%
1,280
-1
65
$692K 0.46%
2,312
-290
66
$689K 0.46%
14,011
+1,201
67
$689K 0.46%
4,034
-11
68
$688K 0.46%
11,414
-1,068
69
$681K 0.46%
5,720
+224
70
$679K 0.45%
3,352
+12
71
$678K 0.45%
9,417
+1,320
72
$670K 0.45%
1,638
-1
73
$667K 0.45%
18,589
-1,075
74
$651K 0.44%
2,236
+9
75
$651K 0.44%
24,643
-5,838
1 2
3
4 5