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
$176M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.38M
3
+$1.34M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.34M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.26M

Top Sells

1
+$2.03M
2
+$1.88M
3
+$1.41M
4
COIN icon
Coinbase
COIN
+$1.12M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.04M

Sector Composition

1 Financials 26.22%
2 Technology 18.71%
3 Healthcare 14.49%
4 Consumer Discretionary 10.01%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.57%
4,330
-363
52
$1.01M 0.57%
5,914
+4,433
53
$982K 0.56%
12,140
54
$977K 0.55%
+6,234
55
$975K 0.55%
1,753
+26
56
$972K 0.55%
47,257
+435
57
$944K 0.54%
50,201
+501
58
$930K 0.53%
11,390
-950
59
$914K 0.52%
+2,352
60
$914K 0.52%
2,758
+79
61
$871K 0.49%
5,098
-310
62
$863K 0.49%
4,523
-541
63
$839K 0.48%
+1,328
64
$825K 0.47%
5,065
+8
65
$823K 0.47%
5,468
-6
66
$813K 0.46%
55,184
-1,108
67
$800K 0.45%
2,310
+163
68
$786K 0.45%
17,491
+250
69
$782K 0.44%
+12,000
70
$778K 0.44%
6,850
-1,739
71
$773K 0.44%
5,882
+91
72
$756K 0.43%
1,529
-79
73
$729K 0.41%
35,316
+3,905
74
$720K 0.41%
36,814
+3,214
75
$716K 0.41%
36,315
+2,769
1 2
3
4 5