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
$150M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$831K
3
+$821K
4
CHTR icon
Charter Communications
CHTR
+$768K
5
PANW icon
Palo Alto Networks
PANW
+$704K

Top Sells

1
+$885K
2
+$818K
3
+$770K
4
BA icon
Boeing
BA
+$737K
5
MS icon
Morgan Stanley
MS
+$694K

Sector Composition

1 Financials 24.53%
2 Healthcare 22.23%
3 Technology 15.88%
4 Consumer Discretionary 8.79%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.43%
4,433
-320
77
$624K 0.42%
16,564
+271
78
$617K 0.41%
12,222
+33
79
$603K 0.4%
11,912
-2,559
80
$596K 0.4%
20,463
+103
81
$595K 0.4%
11,420
-1,223
82
$483K 0.32%
24,111
+1,137
83
$474K 0.32%
24,357
-6,918
84
$472K 0.32%
23,090
-5,482
85
$471K 0.31%
24,387
-7,383
86
$468K 0.31%
1,244
-27
87
$418K 0.28%
4,225
+177
88
$410K 0.27%
6,491
-359
89
$398K 0.27%
13,837
+112
90
$395K 0.26%
2,684
-115
91
$390K 0.26%
4,228
-136
92
$385K 0.26%
17,144
+6,016
93
$382K 0.26%
6,284
-178
94
$378K 0.25%
7,632
-141
95
$377K 0.25%
7,457
-169
96
$368K 0.25%
2,469
+21
97
$354K 0.24%
+12,337
98
$343K 0.23%
+9,511
99
$332K 0.22%
3,427
-2,452
100
$329K 0.22%
3,140
-208
1 2 3
4
5