WFC
Western Financial Corp Portfolio holdings
AUM
$187M
This Quarter Return
+8.51%
1 Year Return
+29.8%
3 Year Return
+80.09%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+13%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
63.19%
Holding
93
New
5
Increased
71
Reduced
8
Closed
7
Top Buys
| 1 |
Enterprise Financial Services Corp
EFSC
|
$3.52M |
| 2 |
Qualcomm
QCOM
|
$1.54M |
| 3 |
Advanced Micro Devices
AMD
|
$1.38M |
| 4 |
Old Dominion Freight Line
ODFL
|
$1.31M |
| 5 |
Intuitive Surgical
ISRG
|
$1.18M |
Top Sells
| 1 |
XYZ
Block, Inc.
XYZ
|
$1.18M |
| 2 |
Dropbox
DBX
|
$1.17M |
| 3 |
PayPal
PYPL
|
$1.17M |
| 4 |
Garmin
GRMN
|
$818K |
| 5 |
CrowdStrike
CRWD
|
$457K |
Sector Composition
| 1 | Healthcare | 34.12% |
| 2 | Financials | 29.05% |
| 3 | Technology | 10.01% |
| 4 | Consumer Discretionary | 6% |
| 5 | Industrials | 3.22% |
