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
$166M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.07M
4
APO icon
Apollo Global Management
APO
+$967K
5
KLAC icon
KLA
KLAC
+$962K

Top Sells

1
+$992K
2
+$920K
3
+$900K
4
LVS icon
Las Vegas Sands
LVS
+$892K
5
BA icon
Boeing
BA
+$882K

Sector Composition

1 Financials 23.96%
2 Technology 21.21%
3 Healthcare 18.02%
4 Consumer Discretionary 9.61%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$973K 0.59%
1,727
+19
52
$943K 0.57%
8,667
+398
53
$939K 0.57%
1,608
-75
54
$939K 0.57%
7,920
+124
55
$934K 0.56%
46,822
+2,023
56
$917K 0.55%
5,408
+70
57
$903K 0.55%
49,700
+1,807
58
$877K 0.53%
5,057
+104
59
$841K 0.51%
6,097
-800
60
$840K 0.51%
+2,679
61
$818K 0.49%
5,791
+304
62
$795K 0.48%
5,474
+247
63
$792K 0.48%
6,920
+445
64
$746K 0.45%
8,155
+545
65
$719K 0.43%
56,292
+57
66
$715K 0.43%
10,228
+219
67
$714K 0.43%
5,064
+382
68
$711K 0.43%
17,241
+443
69
$710K 0.43%
2,147
-28
70
$702K 0.42%
4,761
+389
71
$681K 0.41%
13,336
+469
72
$665K 0.4%
25,381
-15
73
$645K 0.39%
33,546
+2,371
74
$644K 0.39%
33,600
+2,646
75
$642K 0.39%
31,411
+2,771
1 2
3
4 5