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
$147M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$804K
3
+$751K
4
AMD icon
Advanced Micro Devices
AMD
+$750K
5
MRVL icon
Marvell Technology
MRVL
+$721K

Top Sells

1
+$813K
2
+$777K
3
+$773K
4
AIG icon
American International
AIG
+$703K
5
PSA icon
Public Storage
PSA
+$663K

Sector Composition

1 Healthcare 28.37%
2 Financials 22.18%
3 Technology 9.1%
4 Consumer Discretionary 7.91%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$609K 0.41%
32,005
+967
77
$607K 0.41%
30,156
+1,194
78
$596K 0.41%
16,015
+236
79
$595K 0.41%
1,350
-127
80
$593K 0.4%
28,844
+1,040
81
$572K 0.39%
15,588
+83
82
$540K 0.37%
4,006
-59
83
$515K 0.35%
3,708
+651
84
$495K 0.34%
5,075
-342
85
$475K 0.32%
6,162
+794
86
$462K 0.31%
9,441
-502
87
$448K 0.31%
166
+24
88
$448K 0.3%
9,079
-500
89
$432K 0.29%
22,974
+569
90
$419K 0.29%
20,270
+118
91
$413K 0.28%
9,323
-1,090
92
$389K 0.26%
2,470
-488
93
$371K 0.25%
3,409
-189
94
$346K 0.24%
1,016
-52
95
$344K 0.23%
6,322
-258
96
$334K 0.23%
2,200
97
$327K 0.22%
3,816
+188
98
$324K 0.22%
3,837
-103
99
$324K 0.22%
+7,104
100
$320K 0.22%
5,673
+175
1 2 3
4
5