WFC

Western Financial Corp Portfolio holdings

AUM $255M
1-Year Est. Return 78.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.81M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$1.72M
5
APP icon
Applovin
APP
+$1.64M

Top Sells

1
+$2.36M
2
+$1.98M
3
+$1.15M
4
CPRT icon
Copart
CPRT
+$1.04M
5
TPL icon
Texas Pacific Land
TPL
+$1.03M

Sector Composition

1 Financials 29.34%
2 Healthcare 15.24%
3 Technology 14.68%
4 Industrials 10.01%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.51%
4,487
+34
52
$1.16M 0.5%
3,742
+355
53
$1.13M 0.49%
20,674
+3,479
54
$1.12M 0.49%
3,402
-726
55
$1.11M 0.48%
6,913
+16
56
$1.08M 0.47%
6,434
+276
57
$1.06M 0.46%
8,527
-839
58
$1.04M 0.45%
4,070
-49
59
$990K 0.43%
48,146
-704
60
$980K 0.43%
7,729
+573
61
$952K 0.41%
50,621
-539
62
$951K 0.41%
1,231
+28
63
$887K 0.39%
3,153
-1,053
64
$869K 0.38%
44,431
+867
65
$863K 0.38%
41,724
+848
66
$863K 0.38%
4,236
-269
67
$843K 0.37%
42,753
-106
68
$819K 0.36%
6,301
-49
69
$814K 0.35%
2,582
-60
70
$814K 0.35%
18,522
+258
71
$808K 0.35%
48,845
+60
72
$792K 0.34%
2,574
-49
73
$791K 0.34%
4,629
-41
74
$786K 0.34%
1,036
-57
75
$777K 0.34%
12,265
+1,062
1 2
3
4 5